Help · Stock count

Counting the shelf and reconciling differences

A stock count checks what's really on your shelves against what OmniStock shows. Reconcile the difference in one step — the ledger stays clean and every adjustment is tagged to the sheet.

How to run a count

Start a new countfrom the Stock count page. Pick a warehouse and add an optional note, for example ‘quarterly audit’ or ‘spot check aisle 3’.

Count the shelf. Walk the warehouse and enter the counted quantity for every line — product, batch and expected quantity are shown on each row.

Save draft any time.If the shift ends mid-count, your numbers stay on the sheet. Come back later with ‘Continue’ from the Count history list.

Complete & reconcile once every line is counted. OmniStock writes a stock adjustment for every line where counted and expected differ, tagged to the sheet.

Review the variance summary — a surplus number, a shortage number, and an expandable table on the Count history row.

Count statuses

  • Draft

    Count sheet created but nobody has started counting yet. You can still cancel it without any stock moving.

  • In progress

    Someone is counting. Save your work any time with ‘Save draft’ — you can come back to the same sheet later.

  • Completed

    Every line was counted and reconciled. The system stock ledger now matches what you found on the shelf.

  • Cancelled

    Someone cancelled the count before completion. Nothing changed in the stock ledger.

Frequently asked

Quick answers
Tap a question to expand.
  • Does a count freeze my stock?
    No. Sales, transfers and receipts keep working while a count runs. OmniStock snapshots the expected quantity at the moment you start, so the variance you see is honest even if movements happen in parallel.
  • Can two people count at the same time?
    Yes, on different warehouses. One count sheet per warehouse at a time — if someone else already has an in-progress count open for a warehouse, continue theirs instead of starting a new one.
  • Do I have to count every line?
    ‘Complete & reconcile’ only activates once every line has a counted value — including zeroes. Leaving a line blank means ‘I don't know,’ not ‘zero on the shelf.’
  • What gets written to the ledger when I complete?
    One adjustment per line where counted differs from expected, tagged to the count sheet number. You can see the history of variances from the Count history list after completion.
  • Is there an approval step for big variances?
    Not live yet, on the roadmap. Today, completing a count writes adjustments straight to the ledger. Oversight comes from the audit trail — every adjustment references the sheet and user.