This guide shows you how to open a stock take (also called a cycle count) — a physical count of what is actually on the shelves — so you can compare it against your recorded on-hand figures and correct any differences.
Before you start
- The warehouse you are counting must already exist. If you are counting by category, the product categories must exist too.
- Your role needs permission to open and confirm stock takes. Opening and confirming are separate steps (a dual gate).
Steps
- Go to Supply Chain → Stock Take to see existing counts and their status.
- Start a new stock take and set the data scope (required) — the organisation, entity, branch, department or position it belongs to; picking a level below organisation makes its parent fields required.
- Choose the Warehouse (required) being counted.
- Choose the Scope (required):
- Full — count every product in the warehouse.
- Category — count only chosen categories. When you pick Category, select the Categories to include.
[screenshot: the stock take form with scope and warehouse]
- Choose the Count mode (required):
- Blinded — counters do not see the expected on-hand figure, so the count is independent.
- Unblinded — counters can see the expected figure as they count.
- Optionally add Notes (up to 2,000 characters).
- Save to open the stock take, then enter the counted quantities and have the take confirmed.
[screenshot: an open stock take ready for counting]
Result
The stock take opens for the chosen warehouse and scope. Once counts are entered and the take is confirmed, differences between counted and recorded quantities are settled so your on-hand figures match reality. Use a blinded count when you want the check to be free of anchoring to the system figure.