How to record a stocktake

Steps

1. Create the count

   Under Inventory → Inventory counts choose New inventory count, pick the warehouse and count date.

2. Add the products

   Choose Add products; each line shows the quantity the books expect.

3. Enter what you counted

   Type the counted quantity; the variance and its value show per line, with a note for damaged or expired goods.

4. Save & post

   Choose Save & post: stock now matches the count and the variance is booked to the variance account.

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