Stock Counts: count inventory and post variances

Stock Counts: count inventory and post variances

A Stock Count helps you compare what NexerIQ expects to be in a warehouse with what your team physically counts. You create a count session, enter counted quantities, review the variance, and post the count when you are ready to update stock.

Create a stock count

  1. Open Inventory → Stock Counts.
  2. In Create stock count, choose the Warehouse.
  3. Select a Warehouse location if the count is for a specific bin, shelf, or area.
  4. Set the Count date and add any Notes.
  5. Leave Seed current stock on when you want NexerIQ to pre-fill the count with current expected stock lines.
  6. Click Create stock count.

Enter counted quantities

  1. Select the count from the Stock Counts list and click Open.
  2. If the count is still in draft, use Add line for any product that was not seeded automatically.
  3. For each line, choose the Product and Product variant if needed.
  4. Enter the Counted quantity.
  5. Check the Expected quantity and Variance columns to see the difference.
  6. Click Save lines.

Post or cancel the count

  1. Review the count detail carefully. Posting a count changes stock quantities.
  2. Click Post stock count when the counted quantities are final.
  3. Use Cancel stock count if the count should not affect inventory.

When you post a count, NexerIQ records stock-count movements for the variances and sets the counted products to the quantities you entered for that warehouse or location.

When stock counting works best

  • Use a separate stock count for each warehouse or location you are checking.
  • Keep the count in draft while people are still counting or reviewing numbers.
  • Post only after the physical count is complete and any unexpected variance has been reviewed.

Tip — if you are doing a full warehouse count, keep Seed current stock on. For a small spot check, you can add just the products you counted.

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