Stocktake and running-low stock

Count stock for a branch or a section, correct the differences, and know which items are running low.

A count is saved to the system: when the business is locked after the trial, it is blocked. Counting works without a connection.

1. 1. Open Inventory, then "Stocktake".

   

   Example · O6-1

2. 2. Start the count: choose the branch, and the section to count (shop floor or store room).

   

   Example · O6-2

3. 3. Count each line. This works without a connection.

   

   Example · O6-3

4. 4. Review the differences, then submit. Submitting needs a connection; counts saved on the device are sent when it returns. If the counts match, the count is completed.

   

   Example · O6-4

5. 5. If they differ, stock is corrected to the counted quantities, and each change shows as a "stock count" movement. The count applies at once if you can approve it, if the business is on Starter (it has no Approvals), or if the difference is under the approval limit. Otherwise it waits for a manager on Approvals. If no approval limit is set, every difference waits.

   

   Example · O6-5

6. 6. Items running low: Inventory shows "Low stock", and the bell tells you. The reorder level is set on Products.

   

   Example · O6-6