Full and partial stock takes are created in advance using the back office. Please refer to the Create stock take section within the Back Office Stock help centre.
A full or partial stock can be performed on the Stock Control app. The Sunmi L2S device is recommended for stock takes for speed and accuracy. This device has a built-in barcode scanner. From the app menu or dashboard, tap Stock take to view a list of all predefined stock takes created from the back office, ready to perform.
View stock take list
Tap Stock take to view all predefined stock takes. Search for a stock take by name or assignee. Filter the stock takes by status.
Each stock take tile displays the stock take name, store, due date, assignee and status.
Tap a stock take to begin the count, you'll be asked to confirm that you wish to begin the stock take. Once a stock take is completed and submitted the stock take tile will not be visible on the stock take list but can be accessed by enabling Complete as a status. By default, New, In progress and Overdue stock takes are displayed.
Perform a stock take
Search for a product by product name or scan the product barcode. Tap the 
icon in the top right to filter the products by Category A-Z, Category Z-A, Brand A-Z and Brand Z-A.
When viewing a stock take, all products within the stock take are listed. Each product tile displays the product name, variant details and the quantity expected in the initial -/1 format. The dash indicating the product is uncounted and the 1 being the expected quantity.
Stock takes are split into 3 tab; Uncounted, Counted and Excluded. All products start in the Uncounted tab. The orange badge indicates the number of products in each tab.
To exclude a product from the count, tap a product tile to display a modal. Tap exclude. Once excluded, the product is automatically moved to the Excluded tab.
If you wish to count a product once it has been excluded, go to the Excluded tab, tap the product tile and tap Recount. This moves the product back to the Uncounted tab so it can be recounted.
There are 2 ways to scan products within the app:
Manual scan - Once you've scanned a product, the product is displayed with a modal enabling the user to adjust the quantity.
Scan and go - Once you've scanned a product, the product quantity will be automatically updated by one each time the product barcode is scanned.
To enable scan and go mode, go to Settings and enable the scan and go toggle. The scan and go mode can be enabled for different features within the Stock App.
You can also search for a product by name, sku, model number or barcode. Search results are listed, tap a product tile to adjust the quantity. By tapping a tile, you also have the option to exclude and recount (if in the Counted tab already from an earlier count) the product.
Once stock levels have been adjusted on a product, the product will automatically move to the Counted tab.
- The teal tick means the expected and the counted stock levels match, in this case, 1 is expected and 1 has been counted.
- The red cross means the expected and the counted stock levels do not match, in this case 0 is expected and 2 have been counted.
Submit a stock take
To submit a stock take, tap the 
Submit icon and select Submit.
A modal is displayed asking if you wish to proceed. Tap Yes to proceed. The status of the stock take is changed to Complete and the stock levels are updated. Completed stock takes are available to view by filtering to the Complete status for historical/reference purposes.
Submit a stock take - Uncounted stock
If there's remaining stock left to count on the Uncounted tab, when you click to Submit the stock take, you'll be asked to either Cancel, Exclude Uncounted or Set Uncounted to 0 before being able to submit.
Cancel - The stock take is not submitted
Exclude Uncounted - The stock take may be submitted. This option means the existing stock levels will not change once the stock take is submitted.
Set Uncounted to 0 - The stock take may be submitted. This option means the existing stock levels will be changed to zero once the stock take is submitted. This is commonly the case for items that are out of stock therefore can't be counted.
Submit a stock change - Changes to stock levels
If stock levels have changed since the stock take first began, a modal will be displayed informing you that the stock take can't be submitted. You'll be required to recount the stock before re-submitting. By tapping OK, the products where stock levels have changed will be moved back to the Uncounted tab, where stock can be recounted.
In this instance, it's likely a product has been sold since the start taking was started. Likely, if the stock take is conducted during business hours and you are scanning in-store stock, the same is likely if you have an eCommerce site where you've had an online sale.
Abandon a stock take
To abandon a stock take, tap the Submit icon and select Abandon. A modal is displayed asking if you wish to proceed. Tap Yes to proceed. The status of the stock take is changed to Abandoned and the stock levels are not updated. Abandoned stock takes are available to view by filtering to the Abandoned status for historical/reference purposes.
View the stock take in the back office
The progress on a stock using the Stock Control app can be viewed in real-time from the back office. As a manager/owner you may wish to view the progress from a remote location whilst the stock take is in progress to query any unexpected discrepancies.
Depending on your business workflow, you may wish to submit the stock take from the back office once a manager/owner has viewed the stock take, rather than the user submitting the stock take using the Stock Control app.
Once the stock take has been submitted it will no longer be editable. The stock take data can be reviewed from the back office. Please refer to the Review stock take section within the Back Office Stock help centre.
