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Stocktakes (counts)

Goal

Count warehouse stock and post adjustments.

Preconditions

inventory.view; posting counts needs inventory.count.

Steps

  1. Open Inventory → Stocktakes (/stocktakes).
  2. Create a count for a warehouse; add lines (system qty is snapshotted).
  3. Enter counted quantities.
  4. Post the count — creates count-adjustment movements. Already-posted counts cannot be posted again; reason codes may be required.

BlueMatrix Help — product documentation for tenants