Stock counts

How a count moves along#

Create a stock count#

1. Open Stock Counts from your desk and click New stock count.
2. Give it a Name, for example End of month count.
3. Under What to count, choose Everything tracked, Low stock only, One collection, One supplier or Products matching a search.
4. Turn on Blind count if counters should not see the expected quantities.
5. Add Notes about who is counting and where, then click Create stock count.

Count your stock#

1. Open the count and click Start counting. Kartlo snapshots the expected quantity of every item in scope.
2. Type or scan a product, SKU or barcode in the search box and press Enter to jump to its line. Enter the Counted quantity.
3. Use Show uncounted only to see what is left. The badge shows how many lines are counted.
4. When you are done, click Go to review.

Review the variance#

Variance review lists each line with its Expected, Counted and Variance, plus the value of the difference when a cost per item is set. The header shows the net unit variance and the value variance.

If a number looks wrong, click Recount on that line to send it back for counting, then click Back to counting.

If stock on a line changed while you were counting, for example because of a sale, the review shows it under Changed while you were counting.

Post the count#

1. In review, click Post count.
2. Read the summary and confirm.

Each counted line is applied as a difference against the snapshot, so sales made during the count are preserved. Lines that were never counted are left exactly as they are. Each change appears in the stock history as a count correction.

Track your counts#

The Stock Counts list shows each count's scope, progress, variance, whether it was blind, and its status. The cards at the top show Open counts, Lines still uncounted and Posted counts.