How to do a stock count (cycle count or full stock take)

How to do a stock count (cycle count or full stock take). A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

1. Open Stock counts.
2. In Start a count choose the Yard, optionally a Scope (a category; leave All items for a full count), who is counting and the date, and press Start count.
3. The system snapshots the Expected quantity from Available stock (only items that have a stock record in that yard).
4. Walk the yard and type the Counted quantity for each line; add notes if needed. Press Save counts to keep going later.
5. When finished, press Save & post adjustments.

Tip

Lines you leave blank are ignored. Use Cancel count to abandon it (nothing is changed). Each count has a number such as SC-1001 and can be exported. Owners, Office Managers and Yard Managers can run counts; Dispatchers can view them.