Go to Inventory → Item Counting to see all previous counts and start a new one. Previous counts can be reviewed at any time from this screen.
Create a New Counting
- Click New Counting in the top right corner
- Select Type - the counting frequency - default is monthly
- Choose what the count list should contain:
- All — a complete list of all items
- Favorites — only items marked as favourite, useful for spot checks
- None — an empty list where you search and add items manually
- Give the counting a name, e.g. "Month - Year"
- Optionally add a comment, e.g. who conducted the count
- Click Create
Fill in the counting
Enter the counted quantity for each item in the Quantity counted column. The counted value multiplied by the unit price forms the basis for the inventory value, so make sure all fields are filled in.
Items with packaging and purchasing units defined will appear on multiple lines — for example, Coca Cola in both pieces and cases — so you can count at whichever level is easiest.
💡 Tip: Save periodically to avoid losing data. Use the Print button in the top right to get a paper count list. Use Search item in the top left to add any items missing from the list.
Complete the counting
When all values are entered, click End count. The counted values become the opening balance in the inventory.
To export a summary, click the Print button, select the completed count, and click Print. An Excel file with quantities and values per item group will be downloaded.
ℹ️ Note: The start time and date of the count is when the balance is recorded for each item — not when you click End count.