Stocktakes
A stocktake is a physical count of what's actually on the shelf, checked against what the system says you should have. It's how you catch shrinkage, miscounts and unrecorded movements, and bring your inventory back in line with reality.
Open Stocktakes from the main menu to see every count.
What the list shows
| Column | Meaning |
|---|---|
| Document no. | The stocktake's reference number. |
| Warehouse | The location being counted. |
| Date | When the count was taken. |
| Status | Draft while in progress, Confirmed once finalized. |
| Profit | Total quantity found over the system figure (surplus). |
| Loss | Total quantity found under the system figure (shortfall). |
Click a row to expand it and see each item's system quantity, actual quantity and the difference between them. A positive difference is a surplus; a negative one is a shortfall.
How it works
- Pick the warehouse to count.
- Record the actual quantity counted for each item.
- JennyERP compares it to the system quantity and shows the difference.
- Confirm the stocktake to lock in the result.
Profit vs. loss at a glance
The profit and loss totals on the list give you a quick read on count accuracy without opening each document — large numbers are worth investigating.
View-only in this edition
Stocktakes are presented as a read-only register in this edition, so you can review counts and the differences they uncovered.