Stock Takes

This chapter covers Stock Takes. The pages are listed in the order you'd usually need them: how it works first, then the tasks, then the reference pages.

To…	Go to…
The stock-take model — full-count vs adjustment mode, the draft-open-closed lifecycle, the snapshot-vs-count-date split, and what finalizing does to your FIFO layers, movements, value, and books	How stock takes work
Start a stock take, scope it by warehouse and mode, add or scan items, import count lines, and satisfy the one-initial-count-per-warehouse rule	Create a stock take & add items
Snapshot the on-hand figure, open the take, enter counted quantities blind or informed, scan to count, capture lots, then re-snapshot, zero out, or revert to draft	Count stock (initiate, enter counts, re-baseline)
Preview variances and finalize a full-count or adjustment-mode take, resolving protected-inventory and allocation-shortfall conflicts	Finalize & reconcile a stock take
Edit or re-date a stock take (with FIFO replay), reverse or compensate a closed one, correct FIFO layer costs, and archive or delete — including the locked-period guard	Amend, re-date, reverse & delete a stock take
The lookup for stock take statuses, variance direction, root-cause codes, the list and detail sub-views, export, and every take, item, and reconciliation field	Stock take statuses, fields & list