Stocktake: partial, full and multi-person counts

Enter physical counts and approve their differences from book quantities. Use a partial count when counting only part of a warehouse.

Steps

1. Agree the count cut-off and how movements will be paused or logged. Open Stocktake, select the warehouse and add the items being counted.
2. Enter actual quantities and verify units and batches instead of copying book quantities.
3. Save, then choose the correct approval scope. Partial count affects listed items; full count treats omitted items in scope as zero, so the warehouse must be fully counted.
4. For multiple teams, create a Method 2 stocktake and associated count-entry documents; enter and approve each team’s counts.
5. Summarize entries into the main stocktake, investigate missing/duplicate counts, then approve the main document and inspect stock.