10. Stocktake

Dynamic vs static stocktake — pick the right mode

• Dynamic stocktake: no pre-snapshot needed, count whatever you scan on the floor — ideal for daily small-scope spot counts
• Static stocktake: the system freezes a stock snapshot first, then reconciles item by item — ideal for end-of-month full-warehouse counts
• Different scenarios use different methods — no need to shut down the warehouse every time.

Open vs blind — switch by need

• Open count: operators see the system's expected quantities and compare directly to actual
• Blind count: the system hides expected quantities — operators can only enter the actual count, preventing "copy-from-system" habitual errors
• Blind counts give more honest results — ideal for high-value items or audit scenarios.

Mobile scan on the floor — no paper back to the office

Operators use the phone app to scan a bin barcode; the screen lists every item in that bin to enter actual quantities into. Submit one bin at a time as it's counted — no waiting until the whole warehouse is done. Supports first-count + recount two-stage confirmation for reliability.

Auto-calculated variances, one-tap adjustment

The system compares book quantities against the count automatically — overages and shortages are obvious at a glance. After confirming, close the stocktake in one tap and the system generates the adjustment movements automatically — no manual adjustment forms needed. Items that weren't counted are flagged as missing and zeroed out.

Scope stocktake by tenant

In 3PL warehouses, one bin can hold mixed-tenant stock. When creating a stocktake, you can scope to a specific tenant — the system only lists that tenant's stock, never exposing other tenants' data.