Stocktaking

Stocktaking counts physical stock against the system and posts the differences. It can be a full count or a rotating cycle count.

When to use

Use it for periodic counts, year-end counts or cycle counts of fast-moving items.

Open /inventory/stocktaking. Permissions: inventory:stocktake to count and scan, inventory:approve to post variances.
Toggle: inventory.stocktaking_cycle_count (default off, on for new companies) enables rotating counts.

Create a stocktake for a warehouse. The system quantity is a snapshot of on-hand at that moment (in base unit).

Enter or scan counted quantities. You may count in a different unit; differences are converted back to the base unit.

Close counting to calculate differences between system and counted quantities.

An approver reviews the variances and posts them. On-hand is corrected and the variance entry goes to Accounting.

Status	Meaning	Who moves it
Open	Created; snapshot taken.	Warehouse.
Counting	Counts being entered.	Counters (`inventory:stocktake`).
Finalized	Counting closed; variances calculated.	Counter lead.
Posted	Variances applied to stock and ledger.	Approver (`inventory:approve`).

Pause stock movements in the counted area while counting, or the snapshot will not match.
Recount big variances before posting.
Count tracked items by lot or serial.
Posting is the point of no return for the stock figure; review first.