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Barcode and stocktake workflow

Annual counts fail when the sheet is edited while picks continue. Freeze posts briefly, count, then post variances as adjustments.

Published Monday, October 5, 2026

  • Plan the count

    Pick one warehouse, communicate a short posting freeze, and open a stocktake draft in the inventory tab.

  • Scan or enter counts

    Filter by SKU or scan barcodes where supported. Enter counted quantities per line; the draft keeps variance separate until you post.

  • Post adjustments

    Posting the stocktake creates inventory adjustments with an audit trail. On-hand updates in the same transaction as the post.

Stop reconciling spreadsheets.

Create a workspace, import or add master data, and post your first receipt or shipment to see totals align.

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How to leave spreadsheets

Command palette preview

Press ⌘K or Ctrl+K