Stock management vs. Stock taking
📝 Take Stock
Take stock is used to count physical inventory and compare it with the system’s book quantity. These are occasional operations, typically for audits or verification.
Key Features:
- Book quantities
- Variations (difference between counted and recorded quantity)
- Built-in calculator
- Supports: Locations, Product name, SKU, NFC, Categories, Custom fields
Example:
Variation = Book Quantity − Counted Quantity
E.g., if counted stock is 900 less than expected, variation shows -900.
📦 Stock Management
Stock management is for daily inventory operations such as:
- IN – Receiving items
- OUT – Selling or dispatching items
- MOVE – Transferring items between locations
These entries automatically update the current stock levels.
Key Features:
- Entry types: IN, OUT, MOVE
- Optional price field per entry
- Tracks current stock levels
- History of changes by type
- Supports: Locations, Product name, SKU, NFC, Categories, Custom fields
📊 Feature Comparison (Differences Only)
| Feature | Stock Management | Take Stock |
|---|---|---|
| Variation | ❌ | ✔ |
| Book Quantity | ❌ | ✔ |
| Built-in Calculator | ❌ | ✔ |
| Current Stock | ✔ | ❌ |
| Price Tracking | ✔ (optional) | ❌ |
| Entry Types (IN/OUT/MOVE) | ✔ | ❌ |