Do a stocktake
Count what is really on the shelf, by hand or with a barcode scanner, check the differences and let Saloon correct the stock.
A stocktake lets you check your stock, for example at the end of the year or when the numbers no longer add up. At the start, Saloon notes what the records say is there. You enter what you count, and once you complete it, the stock matches the shelf again.
Start a stocktake
- Go to Catalog › Products in the menu, click Add and choose Stocktake.
- Change the Name of the stocktake if you like. By default it is Stocktake with today's date.
- If you have several locations, choose under Location where you count.
- To count only part of your stock, choose a category under Only this category. Otherwise leave All products.
- Click Start. The stocktake opens straight away.
The stocktake holds every product that tracks stock at that location. Only one stocktake can run per location at a time.
Count
- Each product shows how many are expected. Enter under Counted how many you count. What you enter is saved by itself.
- With a barcode scanner, scan a product to count one more. Scan while no text field is active. If the code belongs to no product in this stocktake, you see a message.
- Search by product name, barcode or SKU, or choose All, Still to count or Differences.
- To skip a product, click Do not count. With Count after all you take it along again.
- You can close the stocktake and continue later. A running stocktake is on the Stocktakes tab.
Complete the stocktake
- Click Complete.
- Saloon tells you how many products differ. Products that are not counted stay as they are; the rest is corrected.
- Confirm with Complete.
The stock of each counted product changes by the difference between what you counted and what was expected at the start. The stock history shows this as Stocktake. A completed stocktake shows how many differences there were and what they are worth.
Cancel a stocktake
In the stocktake, click Cancel stocktake. What you counted is not processed and the stock stays as it was. While a stocktake runs, you cannot delete its products or turn off their stock tracking.
Reverse or correct a completed stocktake
A completed stocktake is not changed any more: it has already updated the stock. If something is wrong, you have two options. You find them in the completed stocktake.
- Correct: starts a new stocktake with the same products. Each product is already filled in with what the records say is there now. Change only what is wrong and click Complete. Only what you change is booked.
- Reverse: books the differences of the stocktake back, as if it was never completed. What was sold or came in since stays as it is. The stocktake stays in the list as Reversed, and the stock history shows Stocktake reversed.
Only the last completed stocktake of a location can be reversed, up to 7 days after it was completed, and not while a stocktake runs at that location. After that, you correct it with a new stocktake.
You need the permission Can manage products, brands, categories and suppliers for this. You set it under Settings › Team members › Permission roles, in Catalog.
Frequently asked questions
Can two people count at the same time?
Yes, open the same stocktake on two devices. Every number you enter is saved. Do not both count the same product, though.
Can I count just one category?
Yes, choose a category under Only this category when you start.
I cannot find a product in the stocktake.
A stocktake only holds products that track stock at that location. Turn on stock tracking for the product and start a new stocktake, or add it with Add stock.
Can I undo a completed stocktake?
The last stocktake of a location can be undone with Reverse up to 7 days after it was completed. An older one you fix with Correct: a new stocktake of the same products, already filled in.