How to perform a stock count

When to perform a stock count

You should perform stock counts:

• As part of regular inventory checks

• Before audits or inspections

• When discrepancies are suspected

• After major inventory movements

Accurate stock levels help avoid delays and ensure correct part usage.

Create a stock count

Follow these steps to start a stock count:

1. Go to Inventory → Stock Counts
2. Click “New Stock Count”
3. Select the location to count
4. Add the items to be counted (or include all items in the location)
5. Save the stock count

Perform the count

Once the stock count is created:

1. Open the stock count
2. Enter the physical quantity for each item
3. Review any differences between expected and actual quantities
4. Submit the stock count

Handling discrepancies

If there are differences between system and physical stock:

• Review the quantities carefully

• Confirm that the correct items were counted

• Identify possible causes (missing registration, incorrect moves, etc.)

Once confirmed, discrepancies can be resolved through inventory adjustments.

What happens after completion

After completing the stock count:

• Inventory discrepancies can be corrected

• Stock levels become more accurate

• All changes are recorded for traceability

• Your system remains audit-ready