How do I do an inventory count/stock take on PhorestGo?

This article shows how to create and submit a stock take/inventory count on an Apple or Android device using PhorestGo.

Tap on the left-side menu icon and choose Stocktake/Inventory Count.

Choose Start stocktake, or Resume stocktake if you are continuing from a previously created count.

If you're starting a new count, enter a Stocktake name > Select a Stock/Inventory type option (optional) > Tap Select brands to continue.

Choose the Brands you want to count, and tap Start to begin.

Adding a Product

Use your camera to scan a product's barcode. Then, enter the number of that product you have counted, and tap Save & Add to add it to the inventory count.

Alternatively, you can use the magnifying glass 🔍 icon to add a product manually.

Reviewing & Finishing

Once you've finished counting your products, tap the Review stocktake button.

To finish the inventory count, tap the Finish stocktake button. Tap the note 💬 icon to add notes to your inventory if needed. You can record issues such as faulty or damaged items.

Notes will appear in your Stock Reconciliation report, which can be generated on Phorest desktop by going to Manager > Stock Takes/Inventory Count > Stock Reconciliation button.
  

Uncounted items

Choose what to do about uncounted items: Do not include uncounted items in stocktake or Count them as zero.

Completing & Applying Your Inventory Count

The final step in completing your inventory count is to apply it, which updates each counted product in your product list.

This step must be completed on Phorest desktop. Open Phorest on your computer and go to Manager > Inventory Count/Stocktakes. Select the inventory count > Click the Apply Inventory Count/Stocktake button.