Stock Take / Inventory Audit
Count stock and correct the differences.
Overview
A stock take creates a count for a warehouse or location, lets people count on a phone-sized page, shows expected against counted quantity and value, and posts the adjustment. Counts can carry attachments such as photos or sheets.
The Stock Take Reports page keeps the history.
When to use stock take / inventory audit
- Periodic or year-end counts.
- Cycle counts of fast-moving items.
Step by step
In the Inventory module open Operations in the green navigation bar, then choose Stock Take / Inventory Audit under Audit & Count.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Accounting impact
- Posting creates the stock adjustment and the matching Accounting entry for the variance (Shrinkage for a loss, Gain for a surplus).
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- inventory.stock.adjust
- inventory.stock.read
- inventory.stock.value