Inventory
Cycle counts: counting a shelf without stopping sales
Creating a "New count", entering the "Counted quantity" per item, reviewing "Variance" and "Variance value", then "Commit count"; differences are booked automatically.
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Steps
- Open "Inventory", then "Cycle counts", and press "New count".
- Choose the branch and the items (one category or one shelf) and add a "Note" if you like. The count shows as "Open".
- For each item enter the "Counted quantity". Items move from "Uncounted" to "Counted".
- Review the "Expected", "Counted", "Variance" and "Variance value" columns; recount anything that looks odd.
- Press "Commit count" (or "Commit counted only"). The status becomes "Committed" — or "Cancel count" to drop it with no effect.
What happens in the books
Every variance is booked: a shortage = count loss debited and inventory credited; a surplus the reverse, at the item's cost. It appears on the income statement as its own line.
What the system does not do
It does not count with a camera or a wireless counting device; entry is by keyboard or by scanning the barcode and typing the count.
Common questions
- I counted only half the items.
- Press "Commit counted only"; uncounted items stay as they are and are not zeroed.
- Does the till stop during a count?
- No. Selling continues; the variance is computed against "Expected" at commit time.
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In the same section
- Adding a new product: name, price, barcode and minimum stockFrom the inventory screen: "New product" with name, sell price, cost, barcode, minimum stock, category and image, and when to enable variants, serials or batches.
- Adjusting one item's quantity: restock, damage, correction, or openingFrom the item page: "Adjust stock" with a reason; Restock, Damage / loss, Count correction, Opening quantity, then "Apply"; every adjustment is booked and logged.
- Categories: creating them and categorising items in bulkAdding a category from "Manage categories" or while creating a product, categorising several items at once, and where categories show at the till and in reports.
- Importing products from a CSV file (with opening quantities)A CSV with code, name and price (required) plus cost, quantity and barcode (optional), then "Import products": a dry run first; per-row errors never stop the rest.
- Printing barcode labels for itemsFrom the inventory screen: "Print labels", search the items and add them with the number of labels, then "Print" on a label printer or label sheets.
- Reorder suggestions and turning them into purchase ordersWhen an item falls below its minimum it appears in "Reorder suggestions"; review quantity and supplier, select, and "Create purchase orders" for a draft per supplier.
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