This help article was translated using AI and may contain inaccuracies. If you are unsure about any information, please refer to the original version in French for accuracy.
If you are following this guide, it means you have chosen the "simple and complete" method for conducting your inventories. Here is a guide to help you carry it out.
Our tips for an optimal inventory:
👉 It is advisable to conduct an inventory when the stock is static, without movements, so that your theoretical stock is up to date.
👉 Before proceeding with the inventory, it is strongly recommended to close all orders received in your establishment, in order to keep your theoretical stock up to date.
👉 Date the monthly inventory on the evening of the 31st rather than the morning of the 1st, as this allows for easy analysis of the month from the morning of the 1st to the evening of the 31st.
To start, go to the "Inventories" section. Click on "New Inventory" and choose the site for which you want to conduct an inventory, then click on "Continue". Do not forget to select an inventory category, which will be used to name your inventory.
If you opt for a complete inventory, it is essential to account for all of your products. Because oversights are common, we strongly advise you to start by clicking on "Set quantities to zero" before beginning your inventory. Then, you can record the remaining quantities for each product in the appropriate boxes, taking care to consider the storage packaging indicated under the boxes.
⚠️ When you have no stock left for a product, please enter the stock quantity as “0". Otherwise, the product's stock will not be updated.
Once all your products have been accounted for, make sure to click on the "Close" button to validate your inventory. It is essential to note that if you do not close your inventory, your stock will not be updated, and the valuation of your inventory cannot be accurate. It is therefore imperative to close the inventory once it is completed.