While we strongly advise temporarily halting certain inventory-related activities such as sales, receivings, and stock transfers during an inventory count, it is not an absolute rule.
For instance, if you engage in frequent stock counts using small groups (cycle counting), it is possible to carry out the process without closing your shop entirely.
However, this approach introduces the risk of selling some product units during the count. To ensure accuracy, it is imperative to account for these discrepancies in your stocktaking process.
- In the Kladana workspace, select Inventory → Inventory Counts.
- Select the Inventory Count in the list.
- Change the date in the Inventory Count to the up-to-date.
- Click Qty (expected) and select Recalc in the drop-down menu. It updates the expected stock taking into account the last sale.
- If there are many items, use the Search field to find the item you needed.
- Update the physical count to the up-to-date.
- Click Save.