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Start a Count Session

Who can start​

Managers and Admins only.

Steps​

  1. Go to Counts and select the location to count
  2. Click New count session
  3. Confirm the location and click Start

The location is now frozen. Users will see a banner on the Stock page notifying them that the location is frozen and no movements are allowed.

New count session

Counting items (staff)​

After the session is started, staff can begin counting:

  1. Go to Counts and select the active session
  2. For each item:
    • Scan the barcode or select the item from the list
    • Enter the actual physical quantity you count
    • The expected quantity is not shown (blind count)
  3. Count all items — the session shows how many items have been counted vs remaining

Count session in progress

:::tip Counting tips

  • Count items in a systematic order (shelf by shelf, box by box)
  • If an item is in multiple places, count all and enter the total
  • If you find an item that is not in the system, note it down and report to your manager :::

Recount​

If you are unsure about a count, you can update the quantity for any item before the session is closed. The system keeps only the latest count for each item.

What if I find a new item?​

Items not currently in the system cannot be added during a count. Report it to your manager — they will add the item first, then it can be included in the next count.