Point of Sale & Business OperationsInventory & Purchasing

Stock Take Sessions List

Every physical stock count session in your workspace.

Lists every stock take session — scheduled, in progress, completed, pending approval, approved, rejected, or cancelled.

Only one active stock take is allowed per location at a time — starting a new one while another is still active at the same location is rejected with "An active stock take already exists for this location."

Start a new session — see Creating a Stock Take Session.

Moving a Transfer Through Its Status Pipeline

The 4 statuses a transfer moves through, in order.

Creating a Stock Take Session

Set up a physical stock count, with scope, counters, and approval settings.