Stock counting (or stocktaking) is when you manually check and record all the inventory that your business currently has on hand, which is a vital part of your inventory control.
 

1. Explanation of the terms

1) Count Status

2) Count No: A number of the counting task. It's auto-generated when adding a counting task.
3) Warehouse
4) Count SKU Qty: The number of SKUs in this counting task.
5) Count Type
6) Time: You can see the Create time and Update time of this counting task.
 

2. Steps to Stock Count

Step 1: Click Inventory > Stock Count, then click + Add Count Task.



Step 2: On the Add Count Task page, you need to select a warehouse, select the Count Type, then click Select Merchant SKU(s) or click Import Merchant SKU to bulk import SKUs to stocktake. After selecting Merchant SKU(s), click Generate Task at the top right corner.



After the Count Task is generated, you can click Start Counting, click Edit to modify this counting task or click Delete to delete this counting task.





Step 3 After you click Start Counting in Step 1, the Count Task will move from To Count to the Counting status. Here you can click on Print Count List.



Tips: If you want to print count lists with merchant SKU images, please enable this icon.



Or you can click Start Counting here to stocktake, and input the Count stock.





If you finish doing this, you can click Finish Counting. Then this Count Task will move from Counting to the Completed status. Otherwise, you can click Save and continue to stock count next time.

💡 How to check the status of the count tasks?


When you check details of the count task, you can filter SKU count results as Not Counted, Normal, Inventory Gain, Inventory Loss, Count Failed, and sort by shelf / SKU Name (Ascending / Descending).



💡 Notes: There are 2 ways to input count results


Step 4: After the counting is finished, you need to click Finish Counting in Step 2. Then you can find the Count Task in the Completed status. You can click the Details button to view the stocktaking details.



💡 In Counting and Completed list, you can export selected count task.


Exported File:
The SKUs under each Count No. will be grouped together and displayed in ascending order by shelf location.

 



3. Notes