> For the complete documentation index, see [llms.txt](https://helpwith.salesorder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpwith.salesorder.com/wms-warehouse-management/stock-count.md). # Stock Count
Media [Stock Count](https://salesorder.wistia.com/medias/d18mfzt145)
### Stock Count - Need to know Perform stock multiple stock counts simultaneously. Create, name and date, full or specified stock counts. Adjust stock, and store count history. Use barcode scanner, WMS console or printed count lists. ### New Stock Count Stock Count>Stock Counts>New | Edit Stock Count | | | ---------------- | ----------------------------------------- | | Date | Arbitrary | | Name | Unique ID | | Owner | Select WMS User | | Count by | Items, Locations, or Locations and Items. | | Full Stock Count | Count everything | ### Define a stock count Before beginning a stock count, you need to choose a stock count method and type. Three stock count methods: * By Item * By Location * By Location and Item When you choose a method you can perform two types of stock count: * Specify a selection of stock * All stock ### Stock count strategies You can create and optimize stock count strategies using the Group and Count Order parameters on individual Location configurations. **You can assign Locations to a named Group**, by entering the Group name into the ‘Group’ field on each Location configuration. **You can assign a Count Order to a Location**, by entering the count sequence number into the ‘Count Order’ field on each Location configuration. Count order defines where in the count sequence this location will occur. See [Locations](/wms-warehouse-management/locations.md). **To bulk create assignments** use the Locations Import sheet. You’ll find this in the SOWMS plugin configuration. See [Import Locations](/wms-warehouse-management/locations.md#import-locations). **You can perform a Blind Count**, for example when you’re getting started and don’t want to rely on your old system’s numbers. A Blind Count forces warehouse personnel to physically count the stock at each location and enter a number. ### Stock count Status | Open | Set when Count is created. You can now edit the Calculated Qty column in the Counted Stock pane by clicking on the row within the column. | | --------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Counting | Set when the Count is locked for Counting. Stock Counts pane>Actions>Lock for Counting. | | Completed | Set when counting is complete. Stock Counts pane>Actions>Count Complete. | | Adjusted |

Set by ‘Adjust Stock’ Action on Counted Stock Pane. This Action becomes active when both of the following conditions are present

The Adjust Stock action will post a Stock Adjustment.

| ### Panes and Actions | **Stock Counts** *pane* | | | ----------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | >Refresh | Update the panes. | | >Actions>Count Complete | | | >Actions>Lock for Counting | | | >Print Count Sheet | | | >New | See above '[New Stock Count](#new-stock-count)'. | | **Items or Locations** *pane* |

Toggle down arrow ⩒ to flip views between ‘Items’ and ‘Locations’.

If the New Count type is Items only, the pane name will show as ‘Items’.

If New Count type is Location, or Location and Items the pane name will show as ‘Locations’.

| | >Add or Add All | Add the selected Locations or Items (checkbox) to the Count. | | >Find |

The Find function popup will display:

Find ‘Item code/Description’ if the pane name is Items.

Find ‘Location Name/Barcode’ and Group if the pane name is Locations.

| | **Counted Stock or Locations** *pane* |

Toggle down arrow ⩒ to flip views between ‘Counted Stock’ and ‘Counted ‘Locations’.

If the New Count type is Items only, the pane name will show as ‘Counted Stock’.

If New Count type is Location, or Location and Items the pane name will show as ‘Counted Locations’.

| | ------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | >Remove | Remove selected (yellow highlight) Item/Location. | | >Adjust Stock |

Set by ‘Adjust Stock’ Action on Counted Stock Pane. This Action becomes active when both of the following conditions are present

The Adjust Stock action will post a Stock Adjustment.

| | >Find ***Pane name = ‘Counted Stock’*** | | | Item Code/Description | Enter the value. | | Location Name/Barcode | Enter the value. | | Counted Stock with discrepancies = OFF | Only return results of counted stock with no discrepancies. | | Counted Stock with discrepancies = ON | Return results of counted stock with discrepancies. | | >Find ***Pane name = ‘Counted Locations’*** | | | Item Code/Description | Enter the value. | | Location Name/Barcode | Enter the value. | | Only non-counted Locations = OFF | Return results = all Locations. | | Only non-counted Locations = ON | Return results = only non counted Locations. | ### Stock count from WMS Console See this video - Stock Count. ### Stock count from Barcode Scanner See this video - Scanner Stock Count.