Skip to content

Run a stock count

Compare what you have with what the system expects.

Table of Contents

A count records the expected quantity for each product when it starts, so you can see what differs. Go to Stock, open the Inventory tab and click New Count.

Set up the count

  • Under What are you counting?, choose Retail, Consumables or Injectables.

  • Check the Count Name and Selected Location.

  • Choose Full count or Partial count, then click Start count.

Count your stock

Type each quantity into Counted, or scan barcodes, where each scan adds 1. The Variance column shows the difference from Expected.

Need a break? Pause & exit keeps your quantities, and you can resume from the Inventory tab.

Finish

Review & complete shows overages, shortages and the value impact. Add any notes and click Complete count.

Made a mistake? The Count actions menu can void a finished count, which reverses everything it changed.

Up next

Next, read Order and receive stock.