threadcount-community/docs/manual/stock/stocktakes.md

title, section, order, summary, screen, role, keywords

title	section	order	summary	screen	role	keywords
Stocktakes	stock	4	Counting the shelf at the desk or on a phone, blind counts, variance in garments and dollars, the reasons a large gap needs, and what committing files.	Stock › Count	Admin or Issuer	stocktake, count, audit, stock count, blind count, variance, shrinkage, count sheet, reason, missing, condemned, laundry, commit, location, shelf

Counting at the desk

Stock › Count lists every size of every current garment with the figure ThreadCount holds (System) and a Counted box.

1. Narrow the scope. Filter by name, SKU, size or barcode, or pick a staff group. Uncounted hides lines already counted.
2. Count. Scan a garment into the scan box and each scan adds 1 to its line; Camera does the same. Or type the figure into Counted.
3. Watch the tiles. Lines counted, Variances, Net value and Gaps needing a reason, with a bar showing how much of the scope is counted.
4. Zero uncounted in scope sets every uncounted line in the scope to 0, for a count where the rest of the shelf is empty.

The tally is kept in this browser for the signed-in person until it is filed or cleared, and the screen says when the last entry was made. Clear counts starts again. A code that matches nothing opens the unknown barcode dialog.

Shelf counts stock on hand. Pre-loved pool counts the pool of handed-in garments instead, carried at nil value. The desk count is scoped by group and filter; counting by location is done on a phone.

Blind counts and the count sheet

Blind hides the System and Variance columns and the Variances and Net value tiles, so the counter can't see the expected figure. A counted line shows a tick. A line that needs a reason still asks for one.

Print count sheet prints the lines in scope, grouped by garment, with the size, the bound barcode, the system figure and an empty box. In blind mode the system figure is left off and the sheet is marked BLIND COUNT.

Variance and reasons

A line's variance is counted less system. Net value is each variance times the garment's unit cost, added up: what filing the count would move in dollars.

A gap as large as Settings › Issuing rules › A count gap needs a reason at or larger, over or short, must carry a reason: At laundry, Condemned, Missing or Other. The setting starts at 5 and is never treated as less than 1. Lines still owing a reason are moved to the top of the list, and the count can't be filed until each has one. The server refuses the whole count if one arrives without.

Committing

The button reads File count when every counted line matched and Apply adjustments when some didn't.

• Only counted lines are sent. Uncounted lines are left as they are.
• Every counted line is filed, matching or not, so each size's Last counted date on Stock › On hand is right.
• Each variance moves stock on hand by the difference. In Pre-loved pool, the pool is set to the counted figure.
• The system figure is read again on the server when the count is filed.

Filed counts

Stocktake history, below the count, lists filed counts newest first: date, who counted, lines counted, variances, and the net change in garments and dollars. Open one to see each variance with its dollar value. CSV downloads that count's variance lines with unit cost and variance value. The latest 200 filed counts are held on screen.

In the counter app, Variance charts each size's gap across the last 6 shelf counts.

Counting on a phone

In the counter app, Stocktake lists every location that has garments placed on it, counting the locations inside it, plus Not on a shelf yet. Sizes are placed on a shelf from the Sizes panel on a garment's page; locations are made in Stock › Locations.

1. Pick the location. Each line shows counted over expected, and the expected figure stays on screen.
2. Scan. Each scan adds 1. A code placed on another shelf is refused with that shelf's name. Undo takes 1 off the current line; Type a count instead is for a label that won't scan.
3. Finish count. The variance screen lists lines that don't match, with Recount and the reasons for large gaps.
4. Commit count.

The tally is kept on the phone for that person and that location until committed, and is cleared when that person signs out of the counter app.

Careful A phone commit files every line on that location, and a line nobody scanned is filed as 0.

What is written

Action	Record · Change	Undo
Counting (desk or phone)	Nothing on the server; the tally is kept on the device	Clear counts
File count / Apply / Commit	A stocktake: date, who, lines counted, variances, shelf or pool, and the location for a phone count; a line per counted size with system, counted and reason	No undo; a filed count stays in history
A variance on the shelf	Stock on hand moved by the difference	Count again, or Adjust quantity (Admin)
A variance in the pool	The pre-loved pool set to the counted figure	Count again, or Adjust quantity › Pre-loved