Information on Stock Counts within the "Periods" feature.

Introduction

Stock periods are a crucial element within the comprehensive Periods feature.

Exclusive to the Inventory Management module, the stock periods section serves as the central hub for recording end-of-period counts for stock items within the site. It functions as a focal point for reviewing and reporting on stock management performance throughout the specified period.

For accurate inventory control and adaptability, stock counts are registered in Stock Period Count Sheets. These sheets are tailored for each site, providing the flexibility to design count sheets that meet the specific counting requirements of individual sites. The Stock Count element of the Periods feature ensures meticulous recording of end-of-period stock counts, contributing to effective inventory management and enhancing overall operational transparency

Stock Period Count Sheet States

Information on each of the states that stock period count sheets flow through: 

• Pending: The stock period count sheet is open and counts can be entered.
• Counted: The stock period count sheet is still open, but has been marked as counted to be checked so counts cannot be entered. The count sheet can be marked as Pending if changes are required. 
• Approved: The stock period count sheet has been approved. Counts can no longer be entered. 
• Completed: The period that the stock period count sheet is within has been completed. 

Stock Period Articles

For information on stock periods, see:

• Stock Period Counts: Enter & Approve
• Stock Period Counts: Results & Reporting
• Stock Period Counts: Roll Back
• Stock Period Counts: Managing Count Sheets
• Stock Period Counts: FAQs & Troubleshooting

For information on the overall Periods feature, Click Here.