How to run a stocktake.
A stocktake compares what is on your shelves with what Timeo expects, then corrects the numbers and shows the difference.
- Who it is for
- Owners, managers and stock staff
- Plan
- Advance and Team
Count your stock
- Open Stocktake under Inventory.
- Under New stocktake, pick the Location and add a Note such as Monthly count.
- Switch on Blind count if staff should count without seeing the expected number.
- Press Start stocktake.
- Scan or search each item and type what you counted in Count. Items you have not counted show Not counted.
- When you are done, press Complete stocktake and confirm. Stock is set to the counted quantities; uncounted items are not changed.
Read the variance report
The Variance report shows Expected, Counted, Variance and Variance value for each item, compared with the snapshot taken when the count started. Press Download CSV to keep a copy.
Stop without changing anything
Press Cancel stocktake to throw the count away. No stock changes.
What your customers see
- Nothing changes for customers. Stock numbers are corrected once the count is completed.
Common problems
- Sales happened while we were counting.
- The variance is measured against the snapshot taken when you started. Count when the shop is quiet, or start a fresh stocktake after closing, for the cleanest result.
- An item is missing from the count list.
- Search for it: results From catalog (not in this count yet) can be added and counted.
Related guides
More in Products and inventory, or start with the getting started guide. Still stuck? Contact us.