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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.

Four steps, and stock only moves on the fourth
  1. 01SnapshotWhat the system believes, frozen at the moment you open the count.
  2. 02CountWhat is actually on the shelf, line by line.
  3. 03SubmitThe variances appear. Nothing has changed yet.
  4. 04ApproveA manager looks at the differences and agrees them.
  5. 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.

  1. 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.

    app.slickcell.com/stocktake
    A stocktake being counted, with the system quantity beside the counted quantity.
  2. Count the shelf

    Enter what is actually there, line by line. Leave anything you have not reached — it is not treated as zero.

  3. Submit the count

    The variances appear: short, over, and by how much, with the cost of the difference. Nothing has changed yet.

  4. 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.

    app.slickcell.com/stocktake
    The variances found by a stocktake, with the cost of each difference, waiting for a manager to approve.

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.
Still stuck

Ask us the thing this did not cover

Tell us what you were trying to do and where it stopped.