Stock Management and Counting

Video Walkthrough

What This Page Covers

Creates a closed-loop process for stock updates, counting, and low-stock follow-up to reduce shortages and negative stock.

Roles and Estimated Time

• Roles: inventory owner / store manager / front desk
• Time: 8-15 minutes

Entry

Home -> Products -> Stock

Before You Start

• Confirm the counting scope (full count or key categories).
• Confirm today’s inbound/outbound records are already entered.
• Confirm low-stock threshold rules.

Steps

1. Open Stock and review current quantities by category and low-stock markers.
2. Tap Quick Adjust (or enter Stock Operation) and record each change using Purchase, Adjustment, or Return with a clear note.
3. Complete periodic count and compare physical quantity with system quantity item by item.
4. For differences, post an immediate adjustment with reason (damage/loss/missed entry/return).
5. Recheck low-stock items and create replenishment tasks with expected arrival time.

Acceptance Checklist

• System stock matches physical stock for sampled items.
• Low-stock items are flagged by threshold.
• Count variances have traceable reasons.
• One sampled category has a clear latest stock-change history.

Key Notes

• Do not run count while unrecorded stock movements are still happening.
• Every stock operation must include a reason for auditability.

FAQ

Action succeeded but list does not update.

Refresh Stock and Stock History, then verify operation was saved under the correct salon.

Result differs from expectation.

Check for duplicate sales/outbound records or missing adjustment notes.