Counts

A count records what is really on the shelf at one location. Finalizing it sets each item's stock to what was counted.

1. Tap Counts in the tab bar, then Start a count, choose where you are counting, and start. A place with a count already open shows Continue counting.
2. Enter how many of each item there are, and tap Save and next. Found something not on the list? Tap the list button (Find an item on this count), then the item under Not on this count, then Add to this count.
3. Tap Review, check every line, and tap Finalize. A line marked Settle needs a decision first: keep one of the counts or ask for a Recount.

Who can do it

Owners, Managers and Staff count. Only Owners and Managers finalize, and review a line that needs it.

Notes

• A line can be sent for review: a manager accepts it or starts a recount.
• Counts save on the phone first, so you can keep counting with no connection.
• Closed counts stay on Counts as a read-only record.