How to Start a New Inventory Count

Step 1: Navigate to Inventory Count

Log in to your Pabau account and navigate to "Stock" in the left sidebar menu, then click on "Inventory".

Step 2: Review Inventory Status

At the top of the Inventory Count page, get an overview of your inventory, including total items, out-of-stock items, low-stock items, and products awaiting arrival.

Step 3: Start a New Count

To start a new count, click on "New Count" in the center of the page, then select "New Stocktake."

Step 4: Choose Count Type

Choose the type of count: retail, consumables, or injectables. Click on "Start Count" to proceed.

Step 5: Fill out Count Information

Provide information in the Count Information fields. Choose between a full count (includes all products of the selected type) or a partial count (specify included products), then click on "Start count" in the top right corner.

Step 6: Perform Count

At the top of the screen, you can search for products by name. You can also filter products by category, with color-coded indicators: gray for fully counted categories, light blue for partially counted, and dark blue for the currently selected category.

Choose to use a barcode scanner or input stock levels manually by toggling the "Use barcode scanner" button.

If manual, enter quantities for each product, click "Count," and repeat for all products. You can search for product by name, or you can click on "Review Stocktake", then on the "Uncounted" tab, to select the next product to count.

Click on "Finish Stocktake" when done.

Step 7: View Inventory Count Details

The completed count will appear in your Inventory Count list. Details such as Count Start Date, performing staff member, location, count result, and any discrepancies will be visible.

By following these steps, you can perform inventory counts in your Pabau account.