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Stock Counts

Stock Counts is the live physical-count workflow for inventory. Use it to create count documents, record counted quantities, review variance costs, and post the resulting stock adjustments.

Stock Counts page listing physical inventory count documents with document number, date, status, warehouse, count type, and total adjustment columns

Accessing the Page

Section titled “Accessing the Page”

Navigate to Inventory -> Operations -> Stock Counts in the sidebar, or go to /inventory/operations/counts.

List View

Section titled “List View”

The list page supports:

  • Search by document number or warehouse
  • Filter by status, warehouse, count type, and date range
  • Sort and load more pagination
  • Row actions for view, edit, start counting, confirm, post, cancel, delete, and PDF export
  • A create action for new stock counts at /inventory/operations/counts/new

Columns

Section titled “Columns”
ColumnDescription
Document NumberSystem-assigned count number
Document DateDocument date
StatusCurrent workflow status
WarehouseCount warehouse
Count TypeFull, Partial, or Cycle
Total AdjustmentPosted adjustment total; shown only after posting
ActionsRow actions and workflow buttons

Detail View

Section titled “Detail View”

Open a document to see the detail page at /inventory/operations/counts/:id.

Header and Summary

Section titled “Header and Summary”

The detail header shows the document number, status, warehouse, count type, reference, and audit metadata. Posted documents also show posted-at, posted-by, and total adjustment values.

COUNTING State

Section titled “COUNTING State”

When a document is in COUNTING, the detail page shows an inline counting sheet below the main panel.

  • Enter counted quantities per line
  • Set reason codes for non-zero adjustments
  • Add line notes
  • Save counts before confirming the document

The counting sheet blocks confirmation until every line has a counted quantity. Non-zero adjustments require a reason code before save.

CONFIRMED State

Section titled “CONFIRMED State”

When a document is CONFIRMED, the detail page shows a cost review section for the adjustment lines.

  • Positive adjustments with zero cost must be assigned a unit cost before posting
  • Users with inventory.cost.override can edit unit costs
  • Save the cost review before posting the document

POSTED State

Section titled “POSTED State”

When a document is POSTED, the page shows the posted timestamp, poster name, and final adjustment total. Posting is irreversible and writes the stock adjustment entries that update inventory.

Workflow

Section titled “Workflow”
graph LR
    DRAFT --> COUNTING
    COUNTING --> CONFIRMED
    CONFIRMED --> POSTED
    DRAFT --> CANCELLED
    COUNTING --> CANCELLED
  • DRAFT documents can be edited or deleted
  • COUNTING documents capture operator-entered quantities
  • CONFIRMED documents review adjustment cost before posting
  • POSTED documents are final
  • CANCELLED documents are closed out without posting

Common Tasks

Section titled “Common Tasks”
  1. Open Stock Counts from the Inventory sidebar.
  2. Click Add to create a new count document.
  3. Filter the list by warehouse or status to find an open count.
  4. Open a COUNTING document, enter quantities, and save the counts.
  5. Confirm the count, review costs in CONFIRMED, and post when ready.
Section titled “Related Pages”