Stocktakes

Count what's on the shelf and SalonX corrects your stock to match.

A stocktake puts your numbers right: count what's actually on the shelf, and SalonX corrects the stock to match.

  1. Catalogue → Stocktakes → New stocktake. Give it a name, such as November count. Every product that tracks stock goes on it.
  2. Count. Find each product by searching, or scan its barcode — each scan adds one. Type a number if you've counted a whole shelf.
  3. Need to stop? Pause and come back. The counts so far are kept.
  4. Review stocktake shows what you counted against what SalonX expected, the difference for each product, and what the differences come to at supply price.
  5. Complete stocktake updates your stock to what you counted.

Things worth knowing

  • Anything you didn't count is left as it is. Exclude all uncounted takes those products off the stocktake, so the review only shows what you checked.
  • Cancel stocktake changes nothing in your stock.
  • Every correction shows in the product's stock history as a stocktake, so you can see when a number changed and why.
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