Skip to main content

Counts & Count Areas

Perform physical stock counts by area to verify inventory accuracy and track variance

Written by Kate Khunvirojpanich
Updated this week

Stock counts let you verify that your physical inventory matches what the system expects. By defining count areas (physical locations like Walk-in Fridge, Dry Store, or Bar), you can break counts into manageable sections and run them independently.


Count Areas

Count areas represent the physical locations where you store inventory. Setting them up makes stock counts faster and more organized — your team can count one area at a time without needing to do the whole outlet at once.

Setting up count areas

Go to Inventory → Count Areas at the outlet level. Click Add Count Area and give it a name that matches a real location in your venue:

  • Walk-in Fridge

  • Dry Store

  • Bar

  • Prep Kitchen

Then assign inventory products to each area. A product can belong to multiple areas if it is stored in more than one location.


Running a Counts

Go to Inventory → Counts at the outlet level and click Start count.

Step 1: Select area and products

Choose a count area (or count all products). The system loads every product assigned to that area along with the expected quantity — what the system thinks you should have based on receipts, orders, wastage, and production.

Step 2: Enter actual quantities

Walk through the area and enter the actual quantity for each product. The system calculates the variance (actual minus expected) in real time so you can spot discrepancies as you go.

Step 3: Save as draft or complete

You have two options:

  • Save as Draft — saves your progress so you can come back later. No counts adjustments are made yet.

  • Complete — finalizes the count and adjusts stock levels to match your actual quantities.

‼️ Completing a stock count adjusts your stock levels to match the actual quantities you entered. Any differences are recorded as stock movements with the reason "Stock Count Adjustment".

Variance review

After completing a count, review the variance summary. Products with large discrepancies may indicate:

  • Unrecorded wastage or spillage

  • Missed goods receipts

  • Theft or miscounting

  • Recipe inaccuracies (too much or too little being deducted per order)

Use variance data over time to improve accuracy across your operation.


FAQ

How often should I count stock?

It depends on your operation. High-value items (proteins, alcohol) benefit from daily or weekly counts. Dry goods and supplies can be counted weekly or fortnightly. The key is consistency — regular counts catch problems early.

Can I count during service?

You can, but it is not recommended. Orders coming in during a count will change expected quantities between when you start and finish. For the most accurate results, count before service begins or after close when no orders are being processed.

Did this answer your question?