This article explains how you can start a partial inventory count.
Step 1: Navigate to Stock
Start by logging in to your Pabau account using your login credentials. Then, navigate to "Stock" in the left sidebar menu. Once you click on "Stock," the "Inventory" tab will appear.
Step 2: Review Inventory
On the Inventory page, you can view all counts performed in your Pabau account and filter them by location. To start a new partial count, click the "New Count" button.
NOTE: If you want to do a full inventory count, review this article.
Step 3: Start a New Count
To get started, select "New Stocktake." This will lead you to select the type of count you would like to do.
Step 4: Choose Count Type
The next step involves selecting the products you want to count. You can choose a specific product type to focus on particular categories or count all product types.
Step 5: Fill out Count Information
In the next step, you can add the count information and select whether you would like to do a partial or full count. A full count includes all products of the selected type, and in a partial count, you can specify included products. In this case, select "Partial Count." To continue, click the "Start Count" button at the top right corner of the page.
Step 6: Choose Product Category
Next, select the categories you want to include in the partial count, then click the "Start Count" button at the top right corner to begin.
Step 7: Start Counting the Products
You can start counting the products by searching for the product name on the search bar or using the product barcode to locate it.
After selecting the product, you can add the quantity by clicking the plus sign or typing the number in. Once you've added the quantity, click "Count" to record the product as counted.
Step 8: Finish Stocktake
If you want to check how many products you have left to count, click the "Review Stocktake" button. You'll be able to review the details of your count. Once you've finished counting, select "Finish Stocktake" to finalize.
The count will now appear on the inventory page. By following these steps, you can complete a partial inventory count in your Pabau account.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.