Stock Takes & Adjustments

Auditing Your Physical Inventory

No matter how good your software is, physical reality will eventually drift from digital records due to theft, damage, or mis-picks. You must conduct regular Stock Takes (audits) to realign the database.

Tutorial: Conducting a Cycle Count

1. Navigate to Warehouse > Stock Takes.
2. Click Start New Audit. Select the specific location (e.g., Aisle 4).
3. The system generates a blind list of all products supposed to be in that Aisle.
4. Warehouse staff use their mobile scanner to walk down the aisle, scanning every physical product they see.
5. Once scanning is complete, the manager reviews the Variance Report.
6. Clicking Approve Adjustments will update the system inventory to match the physical count, and automatically post the financial write-offs for missing goods to the accounting ledger.