What this page is for
This page opens a stocktake by generating its count sheet: the moment you save, Tulindo snapshots the quantity it expects for every item in scope, and that figure never changes again, however long the count takes. You then count what is actually on the shelf, not what the sheet says, and enter it on Stocktake, which this page sends you straight to.
What the sheet covers is set by its scope: everything the store holds, one category counted often, or a list of items you choose. Only a count that covers every item the store held stock of at the time it qualifies to let a trading day close, so a narrow cycle or partial count is for ordinary checking, not for closing the day — unless it happens to cover everything that mattered at that moment.
Only people whose role can operate stock see this page.
Fields
Store
The store to count. Required.
Example: Westlands kitchen
What to count
The scope of the sheet:
- Everything: every item the store holds.
- One category: every item in one category. Lets a trading day close only if it covered every item holding stock.
- Chosen items: only the items you pick. Lets a trading day close only if it covered every item holding stock.
Example: One category for a weekly spot check; Everything for the month-end count.
Category
Which category to count. Shown, and required, only when What to count is One category.
Example: Spirits
Items to count
Which items to count, one or more. Shown, and required, only when What to count is Chosen items.
Example: Fresh tilapia — Whole, Fresh prawns — 1 kg bag
How to…
How to start a stocktake
- Go to Stock → Stocktakes and press New stocktake.
- Choose the Store.
- Choose What to count, and the category or items it needs.
- Press Print the count sheet.
Tulindo opens Stocktake straight away so you can start entering counts.
Worked examples
Restaurant and bar
Every Monday, The Acacia Grill & Bar's supervisor opens a new stocktake for the Bar store, chooses One category, and picks Spirits. The sheet is printed with that moment's expected quantities for every spirit, and counting begins at once.
Supermarket
At month end, Tumaini Supermarket's manager opens a new stocktake for Nakuru — Main store and leaves What to count at Everything, covering every item the store holds, which also lets the trading day close once the count is approved.