Count stock

Run a physical count of one location, enter what you actually found, and post it so Nova corrects the stock levels for you.

In the sidebar, open Inventory, then Stock Counts. The page address is /inventory/counts. The page heading reads Inventory Counts.

Before you start

• A count is for one storage location at a time: one truck, one shelf, one warehouse. See Add a storage location.
• Nothing changes until you post the count with Post from the row's menu. You can save a session and come back to it as often as you like.
• Only Tracked items can be counted into stock.
• Your role needs permission to create count sessions. Otherwise Add count session is missing.

Steps

1. Press Add count session. A drawer opens.
2. Under Location, search and pick the place you are counting.
3. Status starts at In progress. Leave it, or choose Draft if you are only preparing the list. Do not choose Posted or Cancelled here: that only changes the label and never corrects stock.
4. Set Started at if you want to record when the count began. Leave Completed at and Posted at blank; Nova fills them in when you post.
5. Type Notes, for example "Cycle count before monthly close".
6. Under Count lines, fill in the first line: pick the Inventory item and type the Counted quantity you actually found (zero is allowed). If the number is off, add a Reason code such as damage, missing or recount, and Line notes. Press Add line for each further item, and Remove on a line added by mistake.
7. Press Create session. Nova shows "Inventory count session created."
8. When the count is finished and checked, open the row's menu and choose Post. There is no second prompt. For each line, Nova compares your count with what it holds for that item at that location and records the difference as an Adjustment. It shows "Inventory count session posted."

What you see

• The cards at the top count Total sessions, Open sessions and Posted sessions.
• The list shows the Session number (such as CNT-000001), Location, Status, Started, Lines and Updated. Search with Search count sessions; Filters narrows by location and status.
• Each row's menu offers Edit, Post and Cancel while the session is open. Once it is Posted or Cancelled, only Edit remains, and Nova refuses to save changes to a posted session.
• The adjustments appear on Movement History with the note "Count session" and the session number. Lines that matched create nothing.

If something looks different

• The list reads "No inventory count sessions yet. Create one to start reconciling stock."
• The drawer says "Add at least one count line." or that a line "requires an inventory item": every line you started needs an item and a quantity.
• Post is missing from the menu: the session is already Posted or Cancelled, or your role cannot update counts. A cancelled session cannot be posted; start a new one.
• Posting fails with "Stock transactions are only supported for tracked items": remove the non-tracked item's line and post again.
• Cancel acts straight away, with no prompt, and changes no stock.
• You only need to fix one item, not a whole location: see Record a stock movement and use Adjustment.

Open Stock counts