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Run a stock count

A stock count means counting what is really in a warehouse and comparing it with what KALEA shows. The gaps are then corrected.

  1. Step 1 : Open a new count

    In “Stock & Service”, open the “Inventory” tab, then tap “New inventory”.

  2. Step 2 : Set it up

    Choose the “Store”. The name and the zone are optional: a zone limits the count to locations that start with that text. You can tick “Blind count (theoretical quantities are hidden from those counting)”.

  3. Step 3 : Start the count

    Click “Open the inventory”. The counting window opens with the warehouse's lines.

  4. Step 4 : Count

    Enter the counted quantity for each line. The “Scan” button reads a part's label; the “+ Unexpected item…” list adds an item that was not on the list. The filter can show only the “To count”, “Counted” or “With variance” lines.

  5. Step 5 : Validate (Administrator or Director)

    Click “Confirm”. KALEA shows how many lines are counted and how many have a gap. Click “Confirm validation”: each gap becomes a stock adjustment.

Good to know

  • A validation is final: the adjustments stay visible in the movements. To give up, the Administrator or Director uses “Discard”: no quantity is changed.
  • If some lines are not counted, a box offers to treat them as empty (quantity 0): tick it knowingly.
  • A count in progress is resumed with “Resume”; a finished count is read with “View”. The CSV button in the window exports the session.
  • Counting is possible for the Administrator, the Director and the “Management access” level; validating or abandoning is reserved for the Administrator and the Director.

A question?

Can't find the answer? In the app, open “Help & support” and write to us: the team replies in the same screen. You can also email support@kalea.pro.