The question this page answers

Which counts exist, how far along is each, and did the count agree with the system, in units and money? A stocktake is a count of what is held, recorded against what the system says. Stocktakes is on every rail, under Inventory.

What you see

The list is headed Stocktakes with the door New stocktake, and the basis line reads Units · difference at unit cost · USD. The figure row carries Open and Posted, each a door onto that view, and where more than one count has been counted, a Difference at cost chart draws each count's Value, oldest first, with their sum.

The views are All counts, Open and Posted, with a search by count name. The table is one row per count, newest first: Count, Locations (No locations), Count date (No date), State (Open or Posted), Progress (counted lines of all lines), System (the units the system held on the counted lines), Counted (Not counted where nothing is), Difference (signed) and Value (the difference at unit cost). A row opens the count.

The count is headed by its name, with Open or Posted beside it; on a posted count the badge's hover reads:

Tightly has recorded the difference; it has not changed the stock in your store

The facts line carries the count date, the warehouses, and when it was posted. The System column's hover says its figure is the stock on hand when the count was created.

The lines table is one row per product per location: Product (its SKU under it; Product not named), Location where the count covers more than one (No location), System, Counted (an input while the count is open; blank is Not counted, never zero), Difference (counted less system, signed) and Value (the difference at unit cost; No unit cost). The foot reads This page with the count of lines, and totals System on the counted lines, Counted, Difference and Value.

What to do

New stocktake is a page: Name, Count date, Locations, and Products to count, Everything stocked here or Choose products, the second opening a picker of what is stocked at the chosen warehouses. The sentence before the button says what will be created, such as a line for everything stocked at the warehouses chosen, or so many lines for so many products. Create stocktake is disabled until the count has a name, a date, at least one location and, when choosing, at least one product, and says which is missing. The created count reads that so many lines are ready to count, with Open the count.

On an open count, type the counted quantities. The save bar counts the changes, and Save counts writes them; the result reads Saved, or Not saved with the served reason. Import counts opens a drawer for a CSV or Excel file of what you counted, matched by SKU and touching only the lines the file names: map SKU and Counted quantity, and Location only if a SKU is counted at more than one; the result lists the lines updated, the SKUs not in this count, and the rows skipped. Post count finalises the count in one press with no confirm; it is disabled until at least one quantity is counted and while changed counts are unsaved. Posting writes each counted line's difference to the stock ledger as a Counted movement. Where a connected source keeps the stock, its figure is not changed; where Tightly keeps the stock itself, the count corrects it. Discard asks first, saying it deletes the count and every quantity recorded in it and cannot be undone. A posted count is read-only. Only differences hides the lines that agree.

When it is empty or failed

The list before any count reads No stocktakes. A view with nothing in it reads No open counts or No posted counts, and a search that matches nothing reads:

No counts match that search.

A failed list read reads, with Try again:

The counts read didn't answer.

A count that cannot be read says so, with Back to Stocktakes:

The count read didn’t answer.

A count whose lines have not loaded offers Try again, never the empty copy:

We couldn’t load this table.

A count with no lines reads:

Nothing to count here

Before any count is posted, Tightly's variance reads say no variance has been measured, never a variance of zero.