SlickCell help centreInventory & device unitsUpdated
Run a stocktake
Count what is on the shelf, see the variances against the system, and only change stock once a manager has approved the count.
By the end of this the system's figures match the shelf, and every correction has a count behind it rather than someone having typed a new number.
Nothing moves until the count is approved. A part-finished count is safe to leave.
- 01SnapshotWhat the system believes, frozen at the moment you open the count.
- 02CountWhat is actually on the shelf, line by line.
- 03SubmitThe variances appear. Nothing has changed yet.
- 04ApproveA manager looks at the differences and agrees them.
- 05ApplyStock moves, each correction posting as its own movement.
Submitting and applying are deliberately not the same act. It is the gap between them that lets someone ask why a line is short before the number is overwritten.
Start a count
Inventory → Stocktake → New count. Choose what you are counting: everything, just the parts, just the accessories, one category, or one supplier's items.
The system's quantities are captured the moment you open the count. Sales during the count are handled; you are not racing the till.
Count the shelf
Enter what is actually there, line by line. Leave anything you have not reached. It is not treated as zero.
Submit the count
The variances appear: short, over, and by how much, with the cost of the difference. Nothing has changed yet.
Get it approved and applied
A manager reviews the variances and approves. Applying the count is what moves stock, and each correction posts as its own movement so the reason is visible afterwards.
Questions that come up
- Something sold while we were counting
- That is fine. The count is compared against the snapshot taken when it opened, and movements since then are accounted for rather than overwritten.
- Can I count just one shelf?
- Yes: scope the count to a category or a supplier. A full count of a busy shop is rarely the right first move.