Counting inventory

Counts work on any phone — no app to install. Anyone on your team can count; every entry saves as you go, and nothing is final until you hit submit.

Three kinds of count

From Counts → New count you choose one scope per session:

• By location — count everything stored in one place (the walk-in, dry storage, the bar). This is the everyday count.
• By vendor — count all of one vendor’s items, wherever they live. Handy right before placing an order with that vendor.
• Full inventory — one session that covers every location that’s marked as required for full counts (that’s a per-location setting on the Locations page). Use this for month-end. The app won’t let a full count be submitted until every required location has been covered, so nothing gets skipped by accident.

Blank means skip — zero means empty

This is the single most important counting rule:

Walk order: count in shelf order, not alphabetical order

By default a count sheet lists items alphabetically. A manager can set a custom walk order for each location — the order you physically pass items as you walk the room — from that location’s page (Locations → the location → Walk order). Once set, count sheets follow your route, which makes counting much faster and helps you not miss a shelf.

Drafts, resuming, and the 24-hour limit

• Every entry saves immediately. You can lock your phone, help a customer, and pick up where you left off from the Counts page.
• If someone else already has a draft going for the same location or vendor, the app tells you who started it and when, and lets you either resume theirs or start your own separate count.
• Drafts expire 24 hours after they’re started. Stale numbers are worse than no numbers — if a count sat overnight, start fresh rather than submitting yesterday’s shelf.

Submitting

When you submit, the count is locked — the numbers become your on-hand record for those items. Blank rows are skipped; only what you entered is recorded. If a count was wrong, a manager can void the whole session, and you can recount.

What counts feed into

Submitted counts drive your on-hand quantities, the inventory value on your reports, the below-par list, and suggested orders. The fresher your counts, the better every one of those gets.