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Run a controlled stocktake

Freeze the counting scope, collect physical quantities, investigate differences and post approved adjustments.

InventoryFor Stock controller · Inventory manager4 steps

Where this lives

Permissions needed

  • Inventory · Stocktake

Any one of these grants access. Ask an administrator if the screen is not visible to you.

Before you start

  • A defined location and product scope
  • Counting staff
  • A plan for movements during counting

Complete the workflow

  1. 1

    Create the stocktake

    Choose the location and scope. The system records the expected snapshot used for variance comparison.

  2. 2

    Count physical stock

    Enter observed quantities without adjusting expected values. Use recounts for material differences.

  3. 3

    Review variances

    Investigate timing, unit-of-measure, receiving, transfer and sales causes before approval.

  4. 4

    Post the result

    Posting creates immutable stock-ledger movements and the corresponding inventory gain or loss journal.

Useful tips

  • Pause uncontrolled stock movements while a location is being counted.
  • Use a second counter for high-value or high-variance products.

Troubleshooting

Expected stock changed during counting

Review movements posted after the snapshot and recount affected products before posting.

Related guides

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Investigate every posted stock movement by product, branch, location, document and movement type without changing history.

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Map operational events to the chart of accounts and control when financial periods accept postings.

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Catalogue 2026.08.10