Count and adjust stock (stocktake)
Set stock quantities right after a count, and correct for shrinkage, breakage or miscounts.
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From time to time you count your stock and set the quantities right in the system. That catches shrinkage, breakage and errors before they grow.
Steps
- Open the stock overview: Go to Stock / Stock overview. See "See and manage your stock levels".
- Count physically: Count what you actually have of each item.
- Adjust the quantity: Open the product and set Stock Quantity to the counted number, or use an adjustment with a reason (shrinkage, breakage, correction).
- Save.
Good to know: Adjustment works best for items where you turned on stock tracking. See "Track stock for a product". Items without tracking need no count.
Tip: Count the same high-value items often (for example spirits or expensive ingredients), and the rest less often. That spends your time where it matters most.
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