First, go to the Stock Control section of your app and click on ‘Stocktake’.
Select the location you wish to perform a stocktake for and click ‘Begin stocktake’.
There are two ways to perform a stocktake in QuickBooks Commerce - a manual stocktake or via barcode scanning.
If you are updating only a few product variants or do not have a barcode scanner, choose the manual stocktake. If you have a barcode scanner and your products have been set up with barcodes in QuickBooks Commerce, using a barcode scanner can speed up your stocktake process.
Manual Stocktake
You see will a full list of the inventory in the chosen location along with their stock levels. Update the variant quantities accordingly. Set the new quantity recorded in QuickBooks Commerce, and it will adjust the current Stock on Hand value.
The Stock on Hand value includes the amount of Stock Available and Stock Committed.
Once you have updated the quantities, click through to ‘View summary’ of the stocktake.
If everything looks good, hit ‘Finalize stocktake’.
You will be taken to a success page where you can click to view the Stock Adjustment summary within QuickBooks Commerce.
If you have a barcode scanner, learn how to perform stocktakes in barcode scanning mode here.