ProductInventory
Stocktakes
User guide for Stocktakes in the Numezis company portal.
Overview
Run stocktakes to reconcile system quantities with physical counts.
Where in the app
/c/companies/:companyId/inventory/stocktake
Step-by-step
- Open Inventory → Stocktakes. (UAT-C-INV-STK-001)
- Create a stocktake for a warehouse. (UAT-C-INV-STK-001)
- Enter counted quantities per product. (UAT-C-INV-STK-001)
- Validate adjustments and post inventory moves. (UAT-C-INV-STK-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-INV-STK-001)
- 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.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
inventory.stocktakes | Physical Stocktake Workflows | inventory | required | Physical Stocktake Workflows | high | UAT-C-INV-STK-001 |