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Stocktakes

Physical count sessions per location: draft counts → submit → approve variance adjustments.

Who can use this​

  • FINANCE
  • ADMIN

Path​

/finance/stores/stocktakes

Dependencies​

  • Store items and Store locations populated.
  • Freeze casual movements during an active count when possible so system qty stays stable.

Screenshot​

Stocktakes desktop

Stocktakes mobile

Steps​

  1. Open Stocktakes at /finance/stores/stocktakes as FINANCE.
  2. Click New stocktake, pick the location, then save the draft session.
  3. Enter counted quantities (Update counts) against each SKU.
  4. Submit when the count is complete so the session leaves draft.
  5. Approve when variance adjustments should post to on-hand stock.
  6. Investigate large variances against recent GRNs and issues before approving.

Fields and actions​

  • New stocktake
  • Update counts / Submit / Approve
  • Status: DRAFT / SUBMITTED / …
  • Location, created at, variance indicators
  • Filters / Configure columns / Search

Common mistakes​

  • Leaving movements open during an active stocktake (skews expected qty)
  • Approving huge variances without checking GRN/receive errors
  • Counting the wrong location
  • Submitting an incomplete draft