What this page is for
A stocktake counts what is actually on the shelf and compares it with what Tulindo expects, posting the difference. Stocktakes lists every one raised, newest first: its store, what it covers, when its sheet was made, when it was counted, and its status.
Every stocktake carries a status:
| Status | What it means |
|---|---|
| Counting | The sheet is made; counting is in progress. |
| Pending | Counts submitted; someone else must approve it. |
| Approved | The variances are posted. |
| Rejected | Refused before anything moved. Terminal. |
| Cancelled | Abandoned before approval. |
| Reversed | An approved count was undone afterwards. Terminal. |
A count's expected quantities are fixed the moment its sheet is made, never afterwards, so a variance always compares the shelf against a figure nobody could change in the meantime. An approved count can also let a trading day close — see Trading days — but only if it covered every item the store held stock of at the time.
Everyone whose role can view stock sees this page. Starting a count needs a role that can operate stock; approving needs a role that can approve stock.
How to…
How to start a stocktake
Press New stocktake. See New stocktake.
How to find a stocktake
Use the filters above the list: Status, What to count, Store and Counted (a date range).
How to count, approve or reject one
Press the row to open it. See Stocktake for approving, cancelling and reversing, and Stocktake for entering the counts.
Worked examples
Restaurant and bar
The Acacia Grill & Bar runs a weekly cycle count of its Spirits category every Monday morning, rather than counting the whole bar. The list shows each week's count with What to count reading One category.
Supermarket
Tumaini Supermarket runs a full count of its Nakuru main store at the end of every month. The list shows each one with What to count reading Everything, and its status moving from Counting through Pending to Approved over the following days.