Counting your stock

A stocktake records the difference between physical and system stock. Count the total for one branch, including reserved goods and goods in the back room. Shelf filters help find products; quantities are not tracked separately by shelf.

Start

1. Open Stocktake (រាប់ស្តុក) and choose Start count.
2. Select a branch, an optional category and note. A parent category includes its children. Tracked products with zero system stock are also included.
3. Continue or cancel an existing open count before starting another for that branch.

Counting and applying stock adjustments require separate permissions.

Count and confirm each product

1. Find a product through search, location filters or Scan barcode. You can type a SKU/barcode and press Enter. Select manually if a code matches several products.
2. Press Count before physically counting that product.
3. Count its total in the branch and enter its displayed base unit, such as kg. Khmer digits and up to four decimals are supported. Enter 0 if none remain; blank does not mean zero.
4. Explain any difference. Extra expiry-tracked stock needs its expiry date and supports a batch number.
5. Press Confirm quantity and save immediately and wait for the saved message.

If stock moves while counting, confirmation is refused. Close, refresh and physically recount. Also recount if the entry has been open over 30 minutes. Sales after a successfully confirmed count remain included when adjustments are applied; they are not counted again as missing stock.

Use Recount to check again, even if the number is unchanged. Remove confirmed quantity returns a product to uncounted without changing stock.

Saved counts and pending drafts

Confirmed counts are saved to the shop and can resume later. Unconfirmed entry text is only a draft on this device. It is not automatically saved to the shop and does not support offline stocktaking.

The app warns before leaving/reloading with pending work. Recovered drafts must be physically recounted before confirmation. Clearing browser data or private browsing can remove drafts. Confirm or discard local drafts before applying.

Review and apply

1. Use Uncounted for unfinished products and Has difference for discrepancies. You can sort largest differences first.
2. Review shortage and surplus values separately. They are estimates based on saved unit costs. Check unexpected differences and their reasons.
3. Choose Review and apply. It includes every confirmed product regardless of the current search or shelf filter.
4. For partial completion, explicitly acknowledge that uncounted products remain unchanged. A completely blank count cannot be applied.
5. Confirm. The differences are recorded and the session closes. Cancelling afterward cannot undo a completed adjustment.

If another staff member edits during review, refresh and review again. Older saved counts can require a new physical count. If an adjustment would consume reserved stock, resolve those orders and recount first.

Cancelling an open count closes it without changing stock. Completed and cancelled sessions remain available for viewing.

History and export

Filter by branch, status, date, or code/note. Dates use Phnom Penh time. Use Previous/Next for older sessions. History Export CSV exports all matching sessions, not just the page. Export inside a session includes its product counts, differences, reasons and adjustment details.