Performing a Stocktake
Stocktaking in Supply'd helps ensure your inventory is accurate, reducing errors, preventing stockouts, and improving overall efficiency in managing stock levels.
Conducting regular stocktakes in Supply'd ensures inventory accuracy, helps identify discrepancies, and supports informed purchasing and operational decisions.
Stocktaking in Supply’d can be done through the app or with a Supply'd handheld scanner. For details on stocktaking using a scanner, see the Performing a Stocktake (Scanner) document.
This guide provides a step-by-step process for performing a stocktake within the platform, including:
Starting a Stocktake
From the main menu, go to Inventory, then select the Stocktake tab or module. The Stocktakes list displays all stocktakes that are either in progress or have been completed.
To begin a new stocktake, click Add + in the top right corner.
The Add Stocktake form will open.
Choose the relevant Location where the stocktake will be conducted. The Stocktake Number will be generated automatically.
After selecting the Location, additional fields will appear for adding items.
Clicking or typing in the Product field will display a list of available products to choose from. In this example, we’re searching for our White Chocolate Unicorns.
After selecting the item, you will be prompted to close the window. Select Close.
The batch data for the item will open.
Count the items associated with each batch number and adjust the quantities as needed using the "+" or "-" buttons.
In our example, we found only 18 unicorns with batch #5947, so we clicked the "-" button to update the quantity accordingly. We also found there was 4 unicorns with batch #5897, so adjusted using the "+" button.
If the number is large, you can click the number in the centre and type the new number in.
Once any required adjustments have been made, close the page by clicking the X at the top of the page. The updated count will appear on the Edit Stocktake form, along with any variances - negative values will be shown in red and positive values in blue.
Repeat the above steps for each remaining product in the stocktake.
Removing an Item
To remove an item from the stocktake, click the three dots on the far right of the item and select Remove Item.
You will be asked to confirm.
Additional Options
Prior to finalising a stocktake, clicking the 3 dots on the top right will bring up a menu:
Finalise Stocktake
Finalises the stocktake. An alternative to the 
button at the bottom of the page.
Remove
Will cancel the stocktake. You will be asked to confirm.
Finalising the Stocktake
Once all items have been counted and adjustments made, click 
. You will be asked to confirm.
The status of the stocktake will change from 
to 
.
Supply'd will automatically update the inventory to reflect the new counts.
Stocktakes must be finalised in order for any inventory adjustments to take effect. Until the stocktake is marked as complete, the recorded counts will not update the actual inventory levels in the system.
Exporting a Stocktake
Clicking the three dots in the top-right corner will open a menu with a single option: Export Stocktake.
Selecting this option will export the stocktake details into a spreadsheet file for you to download.
Filtering the Stocktakes List
With the Stocktakes tab selected on the Inventory page, the three lines next to the three dots in the top right corner allow you to filter the Stocktakes list, while the magnifying glass lets you search for specific stocktake numbers.
Clicking the three lines opens the Filter Sales form, where you can access all available filtering options.
Stocktake Status
Select the relevant status or statuses you wish to filter by.
Warehouse
Select the relevant warehouse or warehouses you wish to filter by.
Date Range
Select the date or date range you wish to filter by. Click APPLY to set the date(s).
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