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Understand when to use Stock management versus Take stock so you pick the right workflow for daily activity or physical counts.
Video walkthrough
Use the player controls to pause on each step. The written guidance below remains the source of truth.
📝 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
- Variances (difference between counted and recorded quantity)
- Built-in calculator
- Supports: Locations, Product name, SKU, NFC, Categories, Custom fields
Example:
Variance = Book Quantity − Counted Quantity
E.g., if counted stock is 900 less than expected, variance 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)
Choose Stock Management for day-to-day stock movements and Take Stock for physical counts, audits, and reconciliation.
| Feature | Stock ManagementDaily IN / OUT / MOVE activity | Take StockCounting and reconciliation |
|---|---|---|
| Variance | No |
Yes |
| Book Quantity | No |
Yes |
| Built-in Calculator | No |
Yes |
| Current Stock | Yes |
No |
| Price Tracking | YesOptional per entry |
No |
| Entry Types | YesIN / OUT / MOVE |
No |