Count On It: Doing an Inventory Count

What you’ll need

• Permission: Manage inventory
• Access to the TaoRocket Console

1. Open Inventory Counts & Start a New Count

1. In the sidebar, click Inventory → Inventory Counts.
2. Click + Start Count to open the inventory count form.

2. Select Store & Count Type

1. Choose the store where the count will take place.
2. Select the count type:
   • Full: All items with stock tracking enabled are included automatically.
   • Partial: Manually add items by category or supplier.

3. Add Items to Count

• Full count: Items are added automatically.
• Partial count: Use the Item search, ADD BY CATEGORY, or ADD BY SUPPLIER options to add items.

4. Count Stock Quantities

1. For each item, enter the counted quantity in the Counted column.
2. Optionally, use a barcode scanner to input quantities.
3. The Expected stock column shows the recorded quantity for comparison.

5. Save or Complete the Count

• Save: Save progress to continue later.
• Complete: Finalize the count and update inventory.

6. Manage Count Status

Inventory counts have three statuses:

• Pending: Count not started.
• In progress: Count is underway.
• Closed: Count completed and inventory updated.

7. Additional Actions

In the More menu, you can:

• Save as PDF or CSV: Export the count document.
• Delete: Remove counts with Pending or In progress status (requires Delete inventory permission).

What’s next?

• 🔗 Daily Snapshot: Register Daily Sales
• 🔗 From Raw to Ready: Production Workflows
• 🔗 Track the Story: Viewing Inventory History
• 🔗 Worth Its Weight: Understanding Stock Valuation

🎉 With accurate inventory counts, your stock levels stay reliable and your operations run smoothly!