Inventory counting is the process of systematically recording and checking the availability of products in a warehouse in order to accurately determine their quantity and condition. It allows companies to establish the actual balance of products, compare it with accounting data, and identify possible discrepancies.
How to perform an inventory
Go to «Catalog» → «Inventory movements», where you will see a list of all operations with products. In the upper right corner, click on the triangle next to the button and select «Inventory»:
On the page that opens, there are three main sections:
1. Warehouse
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Warehouse — select the warehouse where you are conducting the inventory. If you only have one warehouse in the system, this field will not be displayed.
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Comment — leave a comment on this inventory document if necessary.
2. Adding products
To add products, you can use a scanner. With its help, you can quickly find products by SKU or barcode. To do this, simply place the cursor in the search field and use the scanner. The product will be immediately added to the document.
To add products from the catalog manually, use two fields to search for the ones you need:
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By name or SKU — the search does not require an exact query or full name; for example, you can enter part of the name or size or color;
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By categories — convenient when you need to add products from a specific category.
For convenience, in addition to the product name, its SKU, properties, purchase price in the product currency, as well as the available balance and the number of products in reserve in parentheses are displayed.
3. Table with a list of products
All products that you have added to the inventory are displayed here. The table consists of the following columns:
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# - product number in this document;
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Name — product information (name, image, properties, SKU, barcode);
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In stock — the quantity of this product in the system at the selected warehouse. When you hover over the «i» icon, the price and purchase amount of this product in the catalog are displayed;
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Actual stock — the actual quantity of this product in stock;
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Difference in quantity — the difference between the actual stock and the stock in the system;
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Difference in total purchased price — the difference between the actual total purchased price and the total in the system;
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Actions — by clicking the button in this column, you can remove the product from the inventory.
After adding products, information about the total quantity, difference in quantity, and difference in total purchased price will appear in the panel at the bottom:
To perform the operation, click the «Save» button. A record of it will appear in the «Inventory movements» section, the balances for the positions will be updated to the actual ones, and the details of the changes made will be added to the history of changes in balances for each product.
How to edit or cancel an inventory
If you make a mistake during inventory, you can edit or cancel it.
To do this, simply click on the appropriate button to the right of the inventory in the «Inventory movements» section.
