Check physical stock, record discrepancies and transfer products between storage locations.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Create a stocktake. Select the date, warehouse and, if needed, a category.
- Enter the physical count. Count the actual quantity using the same unit as in the product details.
- Review the discrepancy. Review the expected balance and difference before posting.
- Post the document. For a transfer, select the source, destination and quantity.
Check the result
After posting, the stock balance reflects the physical count or transfer, and the operation is recorded in the product history.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.