Snapshot counts & variance approval
Count shelves without overwriting sales made during the count.
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Before you begin
A branch/area scope, item list, counters and a separate variance approver.
Where to go
Stock Counts → Create / Count / Apply
Visible menus may vary with language, permissions, app version and shop configuration.Follow these steps
- Create the count for a branch and item set. The first entry freezes a snapshot; communicate scope and timing to the shop floor.
- Staff with inventory.count enter physical quantities and evidence without moving stock. Check units, lots, quarantine and uncounted items.
- A staff member with inventory.count.apply reviews and accepts variance. The system applies counted minus snapshot to current stock, preserving intervening sales.
- If any result falls below reserved stock, the whole apply is refused. Investigate reservation owners or bad data before retrying.
How to verify success
Post-apply balance equals pre-apply plus delta, while sales during counting remain consumed.
Limits & things to check
Counting and accepting variance are separate duties; do not grant apply merely for convenience.
Ready to try it in your shop
Lessons are free to read. Actual operations require sign-in and the appropriate permission. Use test data for training.