Move stock between warehouses
Transfers, and the one field that decides whether any stock actually moves.
5 min read
Products and stock
Count your stock and correct the figures
The stock count sheet, how a difference becomes an adjustment, and when to use a damage record instead.
7 min readUpdated
All help articles
Stock count and adjustments is a plan feature. If your sidebar does not show it, your plan does not carry it: open Billing and Subscription, then Change plan, and the screen names the plan that includes it. The pricing page compares all four plans.
| Screen | Use it for |
|---|---|
| Stock count | Checking the whole shelf against the system, on a sheet |
| Adjustment | Writing a quantity up or down when you know the right number |
| Damages | Writing stock off as broken, spoiled or stolen, with a reason |
All three live under Product in the sidebar and all three need the same plan feature.
The whole procedure is written on the screen in one line: create a count for a warehouse, download the sheet, fill in the Counted column, then upload it. The difference it finds becomes an adjustment.
- Press Count Stock. Choose a Warehouse. The sheet lists every product that warehouse holds, so products it has never held are not on it.
- Leave Category and Brand empty for a full count. Choosing either narrows the sheet and makes it a partial count, and the Type badge on screen shows which you are about to create.
- Press Submit. You are told to download the initial file to complete it.
- Press Initial File and open the sheet.
- Count the shelf and fill in the Counted column. Save it as CSV, not as a spreadsheet.
- Press Finalize, upload the file and press Submit.
- Press Final Report to see Expected, Counted and Difference per product, with a Biggest shortfall first tick box.
Read the Expected column carefully. It is the quantity the system holds for the product across every warehouse, which is how it is calculated today. On a business with more than one warehouse that is larger than the shelf you just counted, and the report says so on screen.
Counting changes nothing. Finalising changes nothing. Your stock only moves when you press Add Adjustment on the Final Report and save the adjustment that opens.
That adjustment arrives prefilled, one line per product, with the difference between what was counted and what the system holds. Check it, add a Note saying why, and press Submit. The count then shows as Adjusted and cannot be applied twice.
You do not need a count. Product, then Add adjustment, choose the Warehouse, search products into the Order Table, and set an Action of Addition or Subtraction with a Quantity on each line. The Note is the important field: it is what somebody reads in six months.
- The warehouse cannot be changed once an adjustment exists. Delete it and add a new one instead.
- On an edit, Adjust Quantity is added to what the line already recorded. Leave it at zero to keep a line unchanged.
- Deleting an adjustment puts its movement back: quantities added are taken away again, and quantities taken away are added back.
Use Damages when stock is gone for a reason worth recording. Add Damage asks for a Warehouse first, because the products you can write off depend on it, then a Date, which is the day the stock was damaged and not the day you are recording it. Add products to the Order Table, set a Damage Quantity on each, write the Note, and press Submit.
On an edit the column is Damage Quantity, and it is what the line holds rather than an amount to add. It starts at the quantity already written off, so leaving a line alone keeps it exactly as it is.
Deleting a damage record puts its stock back and leaves no record of the damage afterwards, so delete only a record you filed by mistake.
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