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Stock Counts | User Guide | Zoho Inventory

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href="/inventory/help/integrations/advanced-analytics.html">Zoho Analytics</a> </li> <li > <a href="/inventory/help/integrations/crm-integrations.html">Zoho CRM</a> </li> <li > <a href="/inventory/help/integrations/desk-integration.html">Zoho Desk</a> </li> <li > <a href="/inventory/help/integrations/commerce-integration.html">Zoho Commerce</a> </li> <li > <a href="/inventory/help/integrations/cliq-integration.html">Zoho Cliq</a> </li> <li > <a href="/inventory/help/integrations/salesiq.html">Zoho SalesIQ</a> </li> <li > <a href="/inventory/help/integrations/sign-integration.html">Zoho Sign</a> </li> <li > <a href="/inventory/help/integrations/zoho-mail-integration.html">Zoho Mail</a> </li> <li > <a href="/inventory/help/integrations/zoho-notebook-integration.html">Zoho Notebook</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Integrations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/integrations/integrations-overview.html">Integrations - Overview</a> </li> <li > <a href="/inventory/help/integrations/aftership-integration.html">Shipment Tracking</a> </li> <li > <a href="/inventory/help/integrations/easyship-integration.html">Easyship</a> </li> <li > <a href="/inventory/help/integrations/sales-channel.html">Marketplace &amp; Shopping Cart</a> </li> <li > <a href="/inventory/help/integrations/paypal.html">Paypal</a> </li> <li > <a href="/inventory/help/integrations/shipping-integration.html">Shipping Carriers</a> </li> <li > <a href="/inventory/help/integrations/online-payments.html">Online Payments</a> </li> <li > <a href="/inventory/help/integrations/accounting-integrations.html">Accounting</a> </li> <li > <a href="/inventory/help/integrations/whatsapp-integration.html">WhatsApp</a> </li> <li > <a href="/inventory/help/integrations/gapps-inventory.html">G Suite</a> </li> <li > <a href="/inventory/help/integrations/slack-integration.html">Slack</a> </li> <li > <a href="/inventory/help/integrations/avalara-integration.html">Avalara</a> </li> <li > <a href="/inventory/help/integrations/office365-integration.html">Microsoft 365</a> </li> <li > <a href="/inventory/help/integrations/twilio.html">Twilio</a> </li> <li > <a href="/inventory/help/integrations/zsc-key.html">Zoho Inventory ZSC Key</a> </li> <li > <a href="/inventory/help/integrations/envia-integration.html">Envia</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Import &amp; Export</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/import-export/index.html">Overview</a> </li> <li > <a href="/inventory/help/import-export/import.html">Importing Data</a> </li> <li > <a href="/inventory/help/import-export/export.html">Exporting Data</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Reports</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/reports/reports-overview.html">Reports Overview</a> </li> <li > <a href="/inventory/help/reports/managing-reports.html">Managing Reports</a> </li> <li > <a href="/inventory/help/reports/inventory-reports.html">Inventory Reports</a> </li> <li > <a href="/inventory/help/reports/sales-reports.html">Sales Reports</a> </li> <li > <a href="/inventory/help/reports/purchase-reports.html">Purchase Reports</a> </li> <li > <a href="/inventory/help/reports/activity-reports.html">Activity Reports</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Migration Guide</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/migration/migration-general.html">General Migration</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">What&#39;s New</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/whats-new/index.html">What&#39;s New</a> </li> </ul> </li> </ul> </div> <div class="help-content" id="content"> <form class="print-form"> <input type="button" class="print-icon" name="print" value="" title="Print this page" alt="Print this page" onclick="javascript:window.print()"> </form> <h2 class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <h1 id="stock-counts">Stock Counts</h1> <div class="tips-note"><div class="tips-note-img"></div> <p><b>Note:</b> The Stock Counts feature is only available in our Premium and Enterprise plans. It is also available in the Advanced Warehouse Operations add-on for other plans.</p> </div> <p>Stock Counts is when you physically check and record the stock of an item and match them to the system records. Let&rsquo;s see how Stock Counts works in Zoho Inventory.</p> <div class="side-grid"><h2 id="in-this-page">IN THIS PAGE&hellip;</h2> <ul> <li><a href="/inventory/help/items/stock-counts.html#enable-stock-counts">Enable Stock Counts</a></li> <li><a href="/inventory/help/items/stock-counts.html#create-new-stock-count">Create New Stock Count</a></li> <li><a href="/inventory/help/items/stock-counts.html#create-recurring-stock-count">Create Recurring Stock Count</a></li> <li><a href="/inventory/help/items/stock-counts.html#cancel-stock-count">Cancel Stock Count</a></li> <li><a href="/inventory/help/items/stock-counts.html#view-stock-count">View Stock Count</a></li> <li><a href="/inventory/help/items/stock-counts.html#view-recurring-stock-count">View Recurring Stock Count</a></li> <li><a href="/inventory/help/items/stock-counts.html#count-stock-using-mobile">Count Stock Using Mobile App</a></li> <li><a href="/inventory/help/items/stock-counts.html#approve-stock-count">Approve Stock Count</a></li> <li><a href="/inventory/help/items/stock-counts.html#status-of-stock-count">Status of Stock Count</a></li> <li><a href="/inventory/help/items/stock-counts.html#customize-stock-count-columns">Customize Stock Count Columns</a></li> <li><a href="/inventory/help/items/stock-counts.html#refresh-lists">Refresh List</a></li> <li><a href="/inventory/help/items/stock-counts.html#edit-stock-count">Edit Stock Count</a></li> <li><a href="/inventory/help/items/stock-counts.html#clone-stock-count">Clone Stock Count</a></li> <li><a href="/inventory/help/items/stock-counts.html#delete-stock-count">Delete Stock Count</a></li> </ul> </div> <div class="tips-scenario"><div class="tips-scenario-img"></div> <p><b>Scenario 1:</b> Patricia wants to prevent stock outs and overstocking in her retail business. So she started using Zoho Inventory, which helps her maintain a balance between having enough products to meet customer demands without overstocking items.</p> </div> <div class="tips-scenario"><div class="tips-scenario-img"></div> <p><b>Scenario 2:</b> John aims to create an accurate inventory order budget for next year. Using Zoho Inventory, he can easily get a detailed report on the required stock counts on a monthly basis.</p> </div> <h2 id="enable-stock-counts">Enable Stock Counts</h2> <div class="tips-note"><div class="tips-note-img"></div> <p><b>Note:</b> <a href=“https://www.zoho.com/in/inventory/help/warehouses/warehouses-overview.html#enable-multiwarehouse” target="_blank"> Multi-warehouse</a> must be enabled in order to use stock counts feature.</p> </div> <p>You will have to enable the Stock Count module in order to create and match stock counts in Zoho Inventory. To do this:</p> <ul> <li>Go to <strong>Settings</strong> on the top right corner of the page.</li> <li>Select <strong>General</strong> under <em>Preferences.</em></li> </ul> <img alt="Enable Stock Counts" src="/inventory/help/images/stock-counting/enable-stock-count.png" width="552" /> <ul> <li>Check the <strong>Stock Counts</strong> option.</li> <li>Click <strong>Save.</strong></li> </ul> <h2 id="create-new-stock-count">Create New Stock Count</h2> <p>Once you&rsquo;ve enabled stock counts, you can start creating stock counts and assign them to the users in your organisation. To create a new stock count:</p> <ul> <li>Go to <em>Inventory</em> from the left sidebar and navigate to <strong>Stock Counts</strong>.</li> <li>Click the <strong>+ New</strong> button in the top right corner of your page.</li> <li>Fill in the required details.</li> </ul> <img alt="Create New Stock Count" src="/inventory/help/images/stock-counting/create-new-stock-count.png" width="603" /> <table> <thead> <tr> <th>Fields</th> <th>Description</th> </tr> </thead> <tbody> <tr> <td>Stock Count#</td> <td>This value is auto-generated. Click the gear icon if you want to enter a unique number for your stock count.</td> </tr> <tr> <td>Warehouse</td> <td>Select the warehouse where the stocks are to be counted.</td> </tr> <tr> <td>Assign To</td> <td>Select the user to whom you want to assign the stock count.</td> </tr> </tbody> </table> <ul> <li>Click <strong>Next</strong></li> </ul> <p>Once you&rsquo;ve created the stock count, you&rsquo;ll be automatically redirected to the page where you can add the items you want to count. Here is how you can add the items:</p> <ul> <li>Click <strong>Select Items</strong> to add the items that you want to count.</li> <li>Choose the items from the list and click <strong>Add items.</strong></li> </ul> <img alt="Create New Stock Count" src="/inventory/help/images/stock-counting/create-new-stock-count2.png" width="568" /> <ul> <li>Click <strong>Save.</strong></li> </ul> <div class="tips-protip"><div class="tips-protip-img"></div> <p><b>Pro Tip:</b> You can check the Schedule Counts option to instantly create a recurring stock count.</p> </div> <h2 id="create-recurring-stock-count">Create Recurring Stock Count</h2> <ul> <li>Go to <em>Inventory</em> and navigate to <strong>Stock Counts.</strong></li> <li>Click the dropdown on the top right corner next to <em>+ New</em> and select <strong>New Recurring.</strong></li> </ul> <img alt="Recurring StockCounts" src="/inventory/help/images/stock-counting/create-recurring-stock-counts.png" width="624" /> <ul> <li>Choose how often you want the stock count to happen.</li> <li>If you want the stock count regularly, select <strong>Periodic</strong> or if you want it on specific days, select <strong>Custom</strong>.</li> <li>Select the start date and time for the count.</li> <li>Determine when the count should stop with <strong>Schedule expires after</strong>.</li> <li>Set a reminder to notify the assigned users before the count starts with <strong>Remind Before</strong>.</li> </ul> <img alt="Create Recurring Stock Counts" src="/inventory/help/images/stock-counting/create-recurring-stock-counts2.png" width="575" /> <ul> <li>Click <strong>Next.</strong></li> <li>Click <strong>Select Items.</strong></li> <li>Choose the items that you want to count and click <strong>Add items.</strong></li> <li>Click <strong>Save</strong>.</li> </ul> <h2 id="cancel-stock-count">Cancel Stock Count</h2> <p>If you wish to stop a stock count, you can cancel it in Zoho Inventory. Here&rsquo;s how you can do it:</p> <div class="tips-warning"><div class="tips-warning-img"></div> <p><b>Warning:</b> Once you cancel a stock count, it cannot be undone.</p> </div> <ul> <li>Go to <em>Inventory</em> and select <strong>Stock Counts.</strong></li> <li>Select the stock count that you&rsquo;d like to stop.</li> <li>Click the <strong>Three dots</strong> icon on the top right corner of the page.</li> <li>Click <strong>Cancel.</strong></li> </ul> <div class="tips-note"><div class="tips-note-img"></div> <p><b>Note:</b> You cannot cancel a stock count that is in the Completed status.</p> </div> <h2 id="view-stock-count">View Stock Count</h2> <p>If you have already created a stock count, you can view them in the Stock Counts module. Here&rsquo;s how you can do it:</p> <ul> <li>Go to <em>Inventory</em> and select <strong>Stock Counts.</strong></li> <li>Select the stock count you want to view.</li> </ul> <img alt="View Stock Counts" src="/inventory/help/images/stock-counting/view-stock-counts.png" width="624" /> <h2 id="view-recurring-stock-count">View Recurring Stock Count</h2> <p>You can view the recurring stock count that you have created in Zoho Inventory. Here&rsquo;s how you can do it:</p> <ul> <li>Go to <em>Inventory</em> and select <strong>Stock Counts.</strong></li> <li>Click <strong>View Recurring Counts</strong> on the top right of your page.</li> </ul> <img alt="Create Recurring Stock Counts" src="/inventory/help/images/stock-counting/view-recurring-stock.png" width="624" /> <h2 id="count-stock-using-mobile">Count Stock Using Mobile App</h2> <p>You can count stock only using the mobile app. Here&rsquo;s how:</p> <ul> <li>Open your Zoho Inventory mobile app and sign in.</li> <li>Tap the <strong>More</strong> icon at the bottom right corner of the screen.</li> </ul> <img alt="Count Stock Using Mobile App" src="/inventory/help/images/stock-counting/count-stock-using-mobile-app.png" width="250" /> <ul> <li>Tap <strong>Stock Counting</strong> under the <em>Items</em> section.</li> </ul> <img alt="Count Stock Using Mobile App" src="/inventory/help/images/stock-counting/count-stock-using-mobile-app2.png" width="250" /> <ul> <li>Select the <strong>Stock Count</strong> task you want to count.</li> </ul> <img alt="Count Stock Using Mobile App" src="/inventory/help/images/stock-counting/count-stock-using-mobile-app3.png" width="500" /> <ul> <li>Tap <strong>Start Counting</strong> at the bottom right. Note that, If batch or serial tracking is enabled for an item, you must enter the relevant details or scan to count it. For non-tracked items, simply enter the quantity.</li> </ul> <img alt="Count Stock Using Mobile App" src="/inventory/help/images/stock-counting/count-stock-using-mobile-app4.png" width="500" /> <ul> <li>Tap <strong>Save</strong> when finished.</li> <li>Tap <strong>Save and Submit</strong> after you&rsquo;ve finished counting all the items.</li> <li>Tap <strong>Submit</strong> in the pop-up that appears to confirm.</li> </ul> <div class="tips-note"><div class="tips-note-img"></div> <p><b>Note:</b> Other actions like create, edit, and approval can only be done using the web app.</p> </div> <p>Stock Count cannot be started if there&rsquo;s a mismatch in quantity and available tracking details. The mismatch in quantity and serial numbers could be due to the following reasons:</p> <ul> <li>If Tracking Details Relaxation is enabled, transactions might have been created without serial or batch numbers.</li> <li>If your tracking preference is set to invoices and bills, and packages or receipts were created without tracking details, or vice versa.</li> </ul> <p>Contact your admin to verify these settings and add the missing tracking details to the transaction.</p> <h2 id="approve-stock-count">Approve Stock Count</h2> <p>Once the stock count is submitted using the mobile application. You&rsquo;ll have to approve the count from the web. Here&rsquo;s how:</p> <div class="tips-prerequisites"><div class="tips-prerequisites-img"></div> <p><b>Prerequisite:</b> Only users who have access can see the system quantity and approve the stock count. Make sure you have provided the access in <a href=“https://www.zoho.com/inventory/help/settings/users.html” target="_blank">users and roles</a>.</p> </div> <ul> <li>Go to <em>Inventory</em> from the left sidebar and select <strong>Stock Counting.</strong></li> <li>Select the stock count that you want to approve.</li> <li>Click <strong>Start Approving</strong> at the top right corner of the page.</li> </ul> <img alt="Approve Stock Count" src="/inventory/help/images/stock-counting/approve-stock-count.png" width="624" /> <ul> <li>Under All items, you can now approve or reject each stock count.</li> </ul> <img alt="Approve Stock Count" src="/inventory/help/images/stock-counting/approve-stock-count2.png" width="710" /> <ul> <li>If the status is <em>Matched</em>, you can approve or reject as your requirement.</li> <li>If the status is <em>Unmatched</em>, click <strong>Approve</strong> and select an adjustment reason you can <strong>Reject</strong> and schedule another stock count to double check.</li> <li>Approvers can view if items were transacted during the counting process. Click on the <strong>Variation</strong> Badge to display suspected transactions in a sidebar.</li> </ul> <img alt="Approve Stock Count" src="/inventory/help/images/stock-counting/approve-stock-count3.png" width="624" /> <ul> <li>Click <strong>Proceed to Approve</strong> at the bottom left, to confirm.</li> </ul> <img alt="Approve Stock Count" src="/inventory/help/images/stock-counting/approve-stock-count4.png" width="427" /> <ul> <li>Click <strong>Save</strong> in the pop-up that follows to confirm.</li> </ul> <p>Once saved, this inventory adjustment(Quantity Adjustment) will be created under &ldquo;Cost of Goods Sold&rdquo; account and by default the reason would be &ldquo;Stock taking results&rdquo;. You can customize a default account and reason in Settings <strong>&gt;</strong> Items <strong>&gt;</strong> Stock Counts.</p> <h2 id="status-of-stock-count">Status of Stock Count</h2> <p>Stock Counting in Zoho Inventory will have the following status:</p> <table> <thead> <tr> <th>Status</th> <th>Description</th> </tr> </thead> <tbody> <tr> <td>Yet To Start</td> <td>You have scheduled a stock count that hasn&rsquo;t begun yet.</td> </tr> <tr> <td>Counting in Progress</td> <td>The assigned user has started the stock count.</td> </tr> <tr> <td>Pending Approval</td> <td>The assigned user has completed counting and has submitted for approval. The approval process is yet to begin.</td> </tr> <tr> <td>Completed</td> <td>The stock count has successfully been completed.</td> </tr> <tr> <td>Cancelled</td> <td>A scheduled stock count has been cancelled.</td> </tr> </tbody> </table> <h2 id="customize-stock-count-columns">Customize Stock Count Columns</h2> <p>In the Stock Counting module, you can choose the fields to be displayed on the main page. You can rearrange the columns or fields. Here&rsquo;s how you can do it:</p> <ul> <li>Go to <em>Inventory</em> from the left sidebar and select <strong>Stock Counts.</strong></li> <li>Click the <strong>table</strong> icon on the left side of the page.</li> </ul> <img alt="Customize Stock Count" src="/inventory/help/images/stock-counting/customize-stock-count-columns.png" width="534" /> <ul> <li>Select the fields that you want to display.</li> <li>Rearrange the order of the columns by dragging them.</li> </ul> <img alt="Customize Stock Count" src="/inventory/help/images/stock-counting/customize-stock-count-columns2.png" width="252" /> <ul> <li>Click <strong>Save.</strong></li> </ul> <h2 id="refresh-lists">Refresh List</h2> <p>You can refresh the list of your stock counting. Here&rsquo;s how you can do it:</p> <ul> <li>Go to <em>Inventory</em> from the left sidebar and select <strong>Stock Counting.</strong></li> <li>Click the <strong>Three dots</strong> icon on the top right corner of the page.</li> <li>Click <strong>Refresh List.</strong></li> </ul> <img alt="Refresh List" src="/inventory/help/images/stock-counting/refresh-list.png" width="178" /> <h2 id="edit-stock-count">Edit Stock Count</h2> <p>You can only edit the details of stock counting while the status is <strong>Yet to Start</strong>. Here&rsquo;s how</p> <ul> <li>Go to <em>Inventory</em> and select <strong>Stock Counting.</strong></li> <li>Select the stock count you want to edit.</li> </ul> <img alt="Edit Stock Count" src="/inventory/help/images/stock-counting/edit-stock-count.png" width="609" /> <ul> <li>Click <strong>Edit</strong> in the top right corner of your page.</li> <li>Make the necessary changes.</li> <li>Click <strong>Save.</strong></li> </ul> <h2 id="clone-stock-count">Clone Stock Count</h2> <p>You can create a new stock count similar to an existing one by cloning it</p> <ul> <li>Navigate to <em>Inventory</em> and go to <strong>Stock Counting.</strong></li> <li>Select the stock count you want to clone.</li> <li>Click the <strong>three dot</strong> icon on the top right and select <strong>Clone.</strong></li> </ul> <img alt="Clone Stock Count" src="/inventory/help/images/stock-counting/clone-stock-count.png" width="135" /> <ul> <li>You can make any changes if you wish.</li> <li>Click <strong>Save.</strong></li> </ul> <h2 id="delete-stock-count">Delete Stock Count</h2> <p>You can delete any stock count that you have recorded in Zoho Inventory. 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