Skip to content
DataItemize
Create account

Stock counts and transfers

Counting stock with a review step, and moving stock between warehouses.

Running a count

  1. Inventory → Stock Counts → Start stock count. Choose the warehouse and, optionally, a category to count.
  2. Enter counted quantities. Expected, Counted and Difference are shown for each line; Save counts as you go.
  3. When you are done, Submit for review.
  4. A reviewer checks the differences and chooses Approve. Only then is the stock changed, through the ledger. Cancel count closes it without changing stock.

Counting on a phone

On a phone, Count is in the bottom bar. The Scan button opens the camera to look up an item by its barcode, SKU or serial number in supported browsers; Bluetooth scanners work too.

Transfers between warehouses

  1. Inventory → Transfers → New. Add items and quantities, then Save draft or Submit request.
  2. Approve the request.
  3. Ship — stock leaves the source warehouse and is shown as in transit.
  4. Receive at destination — stock arrives. A transfer can be cancelled until it ships.

Still stuck? Email support@datadoodlestech.com with what you were doing, the exact message you saw and when it happened.