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Do your shift's stock take

Count the register your shift is asked for, straight from the shift on the app, and sign it off so the stock take is done.

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Mobile app

When a register at the house you're working in has a stock take schedule, the shift tells you when one is owed. Open the shift and its Stock takes card lists any register that is overdue, due before the shift ends, or already part-way through a count.

There is nothing to tick off. The stock take is completed by submitting the count itself: you count the register, sign it, and submit. A count submitted any time on the day it is due completes that day's stock take.

Step 1
Open your shift
Tap Shifts at the bottom of the screen, then tap the shift you're working.
Step 2
Find the Stock takes card
The Stock takes card lists each register this shift is asked to count: overdue, due before the shift ends, or with a count already in progress or waiting on a signature. It shows whether or not you've clocked in. If nothing is owed, the card isn't there at all.
Step 3
Open the register and start
Tap the register to open it, then tap Start stock take. If a count is already in progress, the row takes you straight back into it; if one is finished but waiting on a signature, it takes you to the review.
Step 4
Tick what matches
Lines are grouped by where they're kept. Tap the tick on an item when what's on the shelf matches what's expected. Ticking is a claim that you looked, so only tick what you've checked. Confirm all on a location, or Confirm remaining items at the bottom, ticks several at once.
Step 5
Change what doesn't
Where the shelf doesn't match, use − and + or type the number you counted. The line shows how many it's short or over.
Step 6
Review the count
Once every item is counted, tap Review stock take.
Step 7
Check what it found
What this stock take found shows how many items you counted, how many are off what was expected, and how many have a note, then each line that differs. Tap a line to see its detail.
Step 8
Sign
Sign in the box, then tap Accept. Everyone who counted lines signs for their own, and the count can't be submitted until they have, unless a manager waives a signature.
Step 9
Submit
Tap Submit stock take. Submitting is what completes the stock take, and the register's schedule moves on to the next one.
Step 10
Back on your shift
The stock take is no longer listed on the shift. If it was the only one, the card has gone.
Step 11
Which count completes it
A count submitted any time on the day it's due completes that day's stock take, by the organisation's clock. A count on an earlier day doesn't: the register is still due on its day. A late count completes the overdue one.
Step 12
Items that need two people
Some items need a second person to check the shelf and confirm the figure. Those lines show Two people — one counts, a second confirms, and the count can't be signed until they're witnessed.
Step 13
Other ways in
You can also open a register from Inventories in the side menu, or count on the web dashboard — see Run a stock take. Setting a register's schedule is covered in Schedule a stock take.