Stocktakes
Count a whole location or one stock room item by item, then apply every count at once, with anything that moved meanwhile counted again.
A stocktake counts a whole location, or one of its stock rooms, item by item. Nothing changes while you count: Complete stocktake applies every count in one go, and each item's history shows the count as a stocktake.
Anyone who can take and restock stock can run a stocktake.
Run a stocktake
Open Inventory and the Stocktake tab.
Choose Whole site or a room, and click Start stocktake. Only one stocktake of the same location and room can be open at a time.
For each item, enter what you count under Counted and click Save count. For an item kept in lots, count each lot, and what is Not in a lot; the total is them added up. Counting an item again replaces its count.
When you have counted everything you mean to, click Complete stocktake.
Items you didn't count keep the stock they had: a stocktake never assumes an uncounted item is empty. Cancel stocktake closes it without changing anything.
Find an item in a count
The search bar at the right of the tabs narrows the open stocktakes to the items you want: type an item's name, or filter by Show (Not counted yet, Counted, Different from stock) and Room. Hidden rows keep what you typed in them, and Complete stocktake still applies every count.
Counted again
Each count is checked against what the item showed when you started typing it, even if the list refreshes while you count. If someone took or restocked an item since — on the store-room iPad, on another screen, or by completing a treatment — Complete stocktake applies nothing, and those items show Count again with their count cleared. Count them again, save, and complete.
Schedule
Owners and managers can set how often a full stocktake of the location is due, next to Full stocktake on the tab. Once that many days have passed since the last whole-site stocktake, the tab shows Stocktake due and the location's daily stock summary lists it — see Stock alerts. A stocktake of one room doesn't count towards the schedule.