Completing a stock count in Unleashed involves several critical steps to ensure accuracy and proper stock control. Follow these steps to streamline the process and avoid common pitfalls.
Step 1: Prepare for a stock take
Before importing a CSV file, create the stock count in Unleashed. This ensures that the Stock Count Number pre-exists and the count is set to 'In Progress' status.
Step 2: Conduct a count
Perform all physical stock counts for the current stock take.
Enter the counted quantities into Unleashed manually or with a stock count import.
Step 3: Review and address discrepancies
Generate a variance report in Unleashed to identify any discrepancies between the counted quantities and the system records.
Review the variance report thoroughly.
Perform re-counts or checks as needed, especially if discrepancies are identified or if your Accounts Team requests re-counts.
Step 4: Finalise the count
Ensure all discrepancies have been addressed and adjustments made.
Click 'Complete' in Unleashed's Stock Count only when you are satisfied with the counts and variance adjustments.
Important: Finalising the stocktake will lock it, preventing any further edits.
Excluding Items from Stocktake
If there are items you do not want included in the stock take, delete them from the stock count list in Unleashed. Do not leave their Count Quantity as 0, as this will adjust their Stock on Hand to zero once the stock count is completed.