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A stock count checks the system against the shelves. In this episode we start a

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count in the back office, enter what is on the shelf, review the differences, and

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apply them.

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In the menu, under Inventory, choose Stock counts.

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The list shows your counts, with the store, the scope, the status and the progress.

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A full count covers every product. Use the buttons at the top to see open, completed

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or cancelled counts. An earlier count is already here, and is complete.

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Click New count.

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Choose the store. We count at Main Street. Give the count a name that you will

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recognise, such as Pet food shelf.

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The scope is Full count by default, which includes every stocked product at the

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store. For a quick check, choose a category instead. That is a cycle count. We pick

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Pet supplies.

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The note at the bottom matters. Expected quantities are saved now, as a snapshot,

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and sales made during the count are respected when it is completed. So you can keep

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trading while you count. Click Start count.

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The count is open. On the right is the progress: how many items are counted, how

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many lines differ, and the variance in units and in money. Below is every product in

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the count, with the quantity the system expects.

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Clerks usually count with the scanner, as we saw in the stock room season. You can

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also count right here. Type a barcode or an S K U in the scan box and press Enter.

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Each scan adds one.

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The thirty pound bags: we have two on the shelf, so we scan once more.

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For the fifteen pound bags, we counted eight. Type eight in the Qty box, choose Set,

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and scan. Set replaces the count with that quantity, where Add adds to it.

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The last line, the small bags, can be typed straight into the table. The Counted

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column is editable. We counted twelve.

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All three lines are counted. Look at the progress box. Two lines have a variance,

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minus two units in total, and it shows what that is worth at cost. In the table, a

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variance is the count minus the expected quantity.

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Click Variances to see only the lines that differ. The thirty pound bags matched, so

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they drop out.

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The other buttons show what is still uncounted, and what is counted. You can also

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filter by S K U, name or barcode, and export the count to a spreadsheet.

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If the numbers are right, click Complete count.

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The back office shows what it is about to do. On-hand quantities are set to the

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counted figures, adjusted for any sales made since the count started. It also shows

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the variance in units and in money. Keep counting takes you back.

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Click Complete count to apply it.

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The count is completed, and the stock levels have been updated. The page says so,

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and it is now read-only. If you are not sure, the Cancel count button discards a

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count without changing any stock.

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In the next episode, we find a serial numbered unit and manage lots that are about

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to expire.