Run an inventory spot check

A spot check records counted quantities and their differences from recorded stock. It is an audit, so submission does not change the stock balance.

Perform a spot check

1. Open Inventory › More › Inventory Spot Check and create a draft.
2. Select the location.
3. Add the items you are checking.
4. Enter actual counted quantities in the displayed units.
5. Review the lines and choose Submit Spot Check.
6. Review the saved original, counted and variance values.

Use this workflow to investigate a suspected difference before deciding whether a stock correction is justified.

Keep notes explaining unusual differences so the reviewer can follow the check.

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 inventory counts and quantity adjustments.