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Use Take stock to count physical inventory, compare it with the Book Quantity, and review variances before reconciliation.
Watch the steps
Quick path
Follow these steps
- Open the inventory and enter Take stock.
- Search, browse, or scan the product you want to count.
- Enter the counted quantity and save the count for that product.
- Review the Book Quantity and Variance to confirm the result.
Take stock is for physical counts
Use this flow when you want to compare the real counted quantity with the quantity already recorded in the system.
Before you start
- Open the inventory you want to count.
- Have your barcode or NFC workflow ready if you use scanning during the count.
- Decide whether you will count by browsing, searching, or scanning products.
What happens next
After you save the count, the product shows the counted quantity and the variance so you can review discrepancies before you finalize the stock-taking process.