Counting inventory
Counts work on any phone. There’s no app to install. Anyone on your team can count; every entry saves as you go, and nothing is final until you hit submit.
Three kinds of count
From Counts → New count you choose one scope per session:
- By location: count everything stored in one place (the walk-in, dry storage, the bar). This is the everyday count.
- By vendor: count all of one vendor’s items, wherever they live. Handy right before placing an order with that vendor.
- Full inventory: one session that covers every location marked as required for full counts (that’s a per-location setting on the Locations page). Use this for month-end. The app won’t let a full count be submitted until every required location has been covered, so nothing gets skipped by accident.
Blank means skip, zero means empty
This is the one counting rule worth drilling into your team:
Leaving a line blank means not counted and the item is simply skipped. Entering 0 means the shelf is empty. If you’re out of something, type the zero. A blank won’t record that you’re out.
Walk order: count in shelf order, not alphabetical order
By default a count sheet lists items alphabetically. A manager can set a custom walk order for each location, meaning the order you physically pass items as you walk the room. It lives on that location’s page (Locations → the location → Walk order). Once set, count sheets follow your route. Counting goes faster and you’re less likely to miss a shelf.
Drafts, resuming, and the 24-hour limit
- Every entry saves immediately. You can lock your phone, help a customer, and pick up where you left off from the Counts page.
- If someone else already has a draft going for the same location or vendor, the app tells you who started it and when, and lets you either resume theirs or start your own separate count.
- Drafts expire 24 hours after they’re started. Stale numbers are worse than no numbers. If a count sat overnight, start fresh rather than submitting yesterday’s shelf.
Submitting
When you submit, the count is locked: the numbers become your on-hand record for those items. Blank rows are skipped; only what you entered is recorded. If a count was wrong, a manager can void the whole session, and you can recount.
What counts feed into
Submitted counts drive your on-hand quantities, the inventory value on your reports, the below-par list, and suggested orders. The fresher your counts, the better every one of those gets.