Validation & Adjustments
⏱️ Time to Complete: 30–120 minutes
👤 Who this is for:
- Store Manager
- Inventory Controller
- Senior staff only
👉 This requires experience and judgement.
Validate Your Stocktake (Reports)
Why Validation Matters
Even well-run stocktakes contain errors. Reports help you find and fix them.
Input Report
Use to:
- Review what was entered
- Verify individual counts
Stock Valuation Summary
Use to:
- Check totals by department
- Identify major discrepancies
Stock Valuation Detail
Use to:
- Investigate individual products
- Identify incorrect quantities or pricing
Variance Report
Use to:
- Compare system vs counted stock
- Highlight differences
How to Validate Effectively
- Start with valuation summary
- Identify unusual departments
- Drill into detail report
- Confirm errors
Fix Errors (Manual Inputs & Adjustments)
When to Fix Errors
After validation highlights issues:
- Incorrect totals
- Missing stock
- Keying mistakes
Adding Manual Inputs
- Open stocktake
- Select Add Input
- Assign section and comment
- Add product and quantity
Adjusting Existing Totals
- Go to products tab
- Search item
- Edit quantity
Tips for Accuracy
- Use product codes (APN) when searching
- Double-check final totals
- Avoid unnecessary manual changes
Common Errors
- Large incorrect quantities (e.g. 99999)
- Small keying mistakes (1 vs 11)