Creating A Stock Count

To create a stock count, click the "+ New Count" button in the top right corner of the screen. Change the name of the count if you wish. Then, choose your count type.

Inventory Audit: count every active product in your library in every area and section.
Partial Audit: count only certain areas and families/categories/subcategories of products.

Once the count has been created, you will see all your areas, plus a "unassociated" area for all your products that are not assigned an area. Click into your first area to begin counting.

Input the amount of stock found in that area in the box to the right of the product. You can switch between keyboard entry or slider entry using the toggle in the top right. Input 0 for all products not found instead of leaving blank. Once all the products in the area are counted, click the "Submit" button in the bottom right corner of the screen. You will be returned to the screen showing all of your areas.

Repeat this process until all areas are fully counted. When finished, click the "Complete" button in the bottom right corner of the screen.

Previous
Previous

Viewing A Stock Count

Next
Next

Overview