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Close a Count Session

Who can close​

Managers and Admins only. The person closing the session must be different from the person who performed the count.

Steps​

  1. Go to Counts and open the active session
  2. Review the count results — the system shows:
    • Item counted
    • Quantity counted (from staff)
    • System quantity (current stock)
    • Difference
  3. If discrepancies exist, review them before closing
  4. Click Close session
  5. Confirm the closure

Close count session

What happens when you close​

  • For every item with a discrepancy, an adjustment is automatically created and posted
  • These adjustments update the stock figures to match the physical count
  • The location is unfrozen — normal operations resume
  • The count session is marked Closed

Reviewing discrepancies​

Before closing, pay attention to:

  • Large discrepancies — a big difference may indicate a counting error; consider asking for a recount
  • Negative adjustments — items are fewer than expected (possible loss or damage)
  • Positive adjustments — items are more than expected (possible unrecorded receives or returns)
caution

Once closed, the session cannot be reopened. If a counting error is found after closure, create a manual adjustment to correct it.

Items not counted​

If a staff member did not count some items, those items will show a difference equal to the full system quantity. The system will adjust those items to zero — make sure all items are counted before closing.