Count inventory and use count sheets

An inventory count reconciles stock with a physical count. A count sheet is a reusable item list for organising or printing that work; saving it does not change stock.

Count a location

1. Create a count and select the location and items.
2. Choose Start Count before counting.
3. Enter the quantities physically counted, checking units.
4. Review differences and submit with Submit Count.
5. If the count exceeds tolerance, an authorised reviewer can Approve, Reject or Request Recount.

Starting the count establishes its stock cutoff. Later uploaded sales are handled against that timing.

Use Inventory › More › Count Sheet to prepare reusable count lists.

Before posting, check the location, item unit and document status. A saved draft and a posted movement have different effects. Review the resulting stock and inventory history after completion, and keep the reference when investigating a difference. Use a new corrective document when a posted record cannot be edited.

See spot checks and stock levels.