How To perform a Stock Count (Stock Take)

Created by David Joyce, Modified on Tue, 2 Jan, 2024 at 11:34 AM by David Joyce

The perfect option for a manual count! 


Trubo Inventory Stock Counts allow you to update quantities for multiple items at once, see any discrepancies, and keep a clear  record of that specific count—both before and after. 


NOTE
: Stock Counts are recommended for a maximum of 10,000 items at a time. It is recommended to perform larger counts across multiple Stock Counts. 



Creating a Stock Count

  1. Head onto the left-hand Navigation Bar and click Warehouse
  2. Click the Stock Count
  3. You can either begin scanning the Product Barcodes or use the Search option to select the products
  4. Enter the Count Quantity for each product
  5. You can enter a Narrative if required
  6. Once you are done click Complete and a new report will be presented with all the details for the Stock Count


 

____________

Things to keep in mind:

  • Completing a Stock Count will overwrite the current inventory quantities.
  • It is strongly recommended that Stock Counts be completed during off-hours to keep sales from interfering with product quantities.
  • The Stock Count screen will NOT update as products sell. It's best to start and complete a Stock Count all in one go while those products are not selling.

____________

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article