To begin, go to the Product Module section on the left sidebar and select Stock Count Module from the list (highlighted in green in the screenshot below).
Click on the + Count Stock button located at the top-right of the screen. This will open the page where you can add a new stock count record.
Click on the Initial File icon to download the stock count file. This file will contain the product data that you need to update with the counted stock values.
Open the downloaded file and update the Counted column with the correct stock count for each product. Make sure to save the file once the updates are done.
Note: Ensure all required fields are updated accurately to avoid discrepancies during finalization.
Click the Choose File button under the Finalize Stock Count section to upload the updated stock count file. The file should be in Excel format.
Once you have uploaded the file, click Submit to finalize the stock count. The system will then process the data and update the records accordingly.
File Format: The file should be in Excel format (.csv)
Counted Column: Only update the Counted column. Leave other columns unchanged.
Accuracy: Ensure the stock counts are accurate before submitting. Incorrect counts may lead to discrepancies in inventory records.
Failure to update the Counted column correctly may cause errors in the stock management system, affecting inventory control and reporting.
Uploading an incorrect or incomplete file could result in delays in processing and finalizing stock counts.