---
title: How to Start a New Inventory Count
description: "Run a stocktake in Pabau: set up a full or partial count, scan or enter quantities, review overages and shortages, then complete it to update stock."
---

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# How to Start a New Inventory Count

## In this article, you will learn how to maintain precise inventory levels by initiating a new inventory count in Pabau.

An inventory count (stocktake) lets you check the stock on your shelves against the levels Pabau has on record, and correct any differences in one go. Pabau walks you through three stages: **Set up**, **Count** and **Review**. Your quantities save as you go, so you can pause a count and finish it later.

**NOTE:** Starting or resuming a count needs the **Can perform inventory count** permission. Without it, **New Count** is greyed out, and hovering over it shows **You are not authorized to do inventory counts.**

**Step 1: Start a New Count**

1. Click **Stock** in the sidebar, then open the **Inventory** tab. It lists every count, with its status, progress and discrepancies.
2. Click **New Count**.

![The Stock page Inventory tab with the New Count button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250978929868-01-new-count.png)

*Stock → Inventory → New Count*

**Step 2: Set Up Your Count**

On **Set up your count**:

1. Under **What are you counting?**, select one or more product types: **Retail**, **Consumables** or **Injectables**.
2. Check the **Count Name**. It is filled in with the month, for example **October stocktake**, and you can change it.
3. Choose the **Selected Location** you are counting.
4. Under **Count scope**, choose **Full count** to include every product of the selected types, or **Partial count** to count only some categories.
5. Click **Start count**.

![Set up your count with the product types, Count Name, Selected Location, Count scope and Start count marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250978929868-02-setup.png)

*Choose what to count, where, and how much of it*

For a partial count, choose the categories before you start:

1. Click **Partial count**. A **Choose Category(s)** section appears below.
2. Click each category you want to count. The number on each category is how many products it holds. **Select all** picks every category.

![Partial count selected with a category chosen under Choose Category(s)](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250978929868-03-partial.png)

*A partial count covers only the categories you pick*

**NOTE:** The count is saved as soon as you click **Start count**. It appears on the **Inventory** tab with the status **Started** until you complete it.

**Step 3: Count Your Stock**

The count sheet lists every product in scope. **Expected** is the stock Pabau has on record at that location, **Min level** is the product's minimum stock level, and **Variance** is the difference between what you count and what was expected.

1. Scan a product's barcode into the box at the top, or type its barcode and press **Enter**. Each scan adds 1 to that product's count.
2. To find a product, type its name in **Search products**.
3. Click **Only uncounted** to hide the products you have already counted.
4. Or type the quantity straight into the **Counted** box. The **Variance** updates as you type.

![The count sheet with the scan box, Search products, Only uncounted and a Counted box marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250978929868-04-sheet.png?v=2)

*Scan, search or type to record what you count*

The bar at the bottom of the screen tracks your progress:

1. It shows how many products you have counted so far, for example **3 of 14 counted**, and the location.
2. Click **Pause & exit** to stop and come back later. Your counted quantities are saved automatically.
3. Click **Review count** when you have finished. It becomes available once you have counted at least one product.

![The bottom bar with the counted progress, Pause and exit, and Review count marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250978929868-05-footer.png)

*Pause, or move on to the review*

**TIP:** To pick up a paused count, open the **Inventory** tab and click the count (its status is **Started**). It reopens on the count sheet with your quantities in place. To discard a count you no longer need, click the **⋯** at the end of its row and choose **Cancel**.

**Step 4: Review Your Count**

**Review & complete** shows what will change before anything is saved to your stock levels:

1. Check the totals: **Items counted**, **Overages** (how many more units you counted than expected), **Shortages** (how many fewer) and **Value impact** (the difference multiplied by each product's cost price).
2. If some products were not counted, choose what happens to them: **Leave their stock unchanged** (the default) or **Set them to zero**.
3. The **Counted products** table starts with **Discrepancies only** switched on, so you see the products whose count differs. Click **Discrepancies only** to see every counted product.

![Review and complete with the totals, the uncounted products choice and Discrepancies only marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250978929868-06-review.png)

*Totals, uncounted products and discrepancies*

Need to change something? Click **Back to counting** at the bottom of the screen.

**IMPORTANT:** **Set them to zero** sets the stock of every product you didn't count to 0 at this location. The button then reads **Complete & zero N uncounted**, so you can see how many products it will affect. Only choose it if those products really are out of stock.

**Step 5: Complete the Count**

Click **Complete count** at the bottom right. Pabau adjusts the stock levels at the location to your counted quantities and records each change in the inventory movement log as a **Stock Count** entry.

1. When you see **Count complete**, with the items counted, discrepancies and value impact, click **Back to inventory**. The count now shows as **Complete** on the **Inventory** tab.

![The Count complete screen with Back to inventory marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250978929868-07-success.png)

*Stock levels are updated as soon as the count is complete*

**What's next?**

- [How to Scan Products](https://support.pabau.com/en/pabau2/how-to-scan-a-product?hsLang=en)
- [How to Set Up a Product Scanner](https://support.pabau.com/en/pabau2/how-to-set-up-a-product-scanner?hsLang=en)
- [How to Use Inventory Movement Report](https://support.pabau.com/en/pabau2/how-to-use-inventory-movement-report?hsLang=en)
- [How to Generate a Stock Report](https://support.pabau.com/en/pabau2/how-to-generate-a-stock-report?hsLang=en)

---

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    - [Labs & Pharmacies](https://support.pabau.com/en/pabau2/developer-other?hsLang=en#labs-pharmacies)
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- [Migrating Your Data to Pabau](https://support.pabau.com/en/pabau2/migrating-your-data-to-pabau?hsLang=en)
- [Pabau Account Optimization](https://support.pabau.com/en/pabau2/pabau-account-optimization?hsLang=en)
- [For Patients: How-to Guides](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#main-content)

    - [Client Portal Guide](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#client-portal-guide)
    - [Getting started](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#getting-started)
    - [Appointments](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#appointments)
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- [Best Practices](https://support.pabau.com/en/pabau2/best-practices?hsLang=en)
- [Pabau Product Portal](https://support.pabau.com/en/pabau2/pabau-product-portal?hsLang=en)
- [Compliance](https://support.pabau.com/en/pabau2/compliance?hsLang=en)
- [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#getting-started)
    - [Cases](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#cases)
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- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#getting-started)
- [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#main-content)

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- [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en#main-content)

    - [Getting Started](https://support.pabau.com/en/pabau2/engage?hsLang=en#getting-started)
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- [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#main-content)

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- [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en)
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