Once Stock counts are completed and recorded on the platform, you can revisit them anytime to review the details of each operation.
Accessing Stock Count Details
Navigate to: Products & Inventory > Stock Count.
You can perform the following actions in the stock count interface:
1. Search by Name or Number
Search for a specific stock count by entering the count name or number in the search field.
2. Customize Columns to Display Data
Click Customize Columns.
Check (✔) the boxes for the data you wish to display. Selected data will appear in the table.
3. View Stock Count Status
Completed: The count is finalized, and quantities are updated in the Products section.
In Progress: The count is ongoing. Quantities will not update in the Products section until the count is completed.
4. Print Stock Count
To print a completed count:
Click the Print (🖨️) icon.
Select your printer.
Click Print.
5. Export Stock Count to Excel
Export each stock count individually.
Search for the count name or number, and click to view its details.
Click Export Products to download the stock count as an Excel file.
FAQs
1. Can a stock count be edited?
Once a stock count is added, it cannot be edited. If errors exist, conduct a new stock count to correct the quantities.
2. Can I view incomplete stock counts?
Yes, use the filter option in the count status column:
Select In Progress from the filter menu.
Click Apply to display all incomplete counts.
3. Can I identify the user who performed the stock count?
Yes:
Click Custom Columns and check (✔) the Created By option.
A column will display the user's name.
Alternatively, view the details of the stock count to see the user's name.
4. Can user permissions be set for stock counts?
Yes, Go to
Settings > Users > Click (⚙️) > Edit User.
Navigate to User Permissions and click the arrow next to Purchases & Suppliers> Stock Count List, and Stock Count Detail
Enable permissions based on the user's tasks.
Cost View Permissions:
Disabling View Cost in the stock count list will hide costs in the list and printed counts.
Disabling View Cost in stock count details will hide costs in the details view and when adding a new count.
To completely restrict cost visibility, disable View Cost in both the list and details permissions.
Click Save Custom User to apply the changes.