Stocktakes

Overview

Run stocktakes to reconcile system quantities with physical counts.

Where in the app

• /c/companies/:companyId/inventory/stocktake

Step-by-step

1. Open Inventory → Stocktakes. (UAT-C-INV-STK-001)
2. Create a stocktake for a warehouse. (UAT-C-INV-STK-001)
3. Enter counted quantities per product. (UAT-C-INV-STK-001)
4. Validate adjustments and post inventory moves. (UAT-C-INV-STK-001)
5. Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-INV-STK-001)
6. If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-INV-STK-001)

Permissions and modules

Stocktake create/validate permissions.

Related

• overview