• Stock count: Overview
  • Video Guide:
    • Enter stock count
  • Text Guide:
    • Navigate to the Stock count tab
    • Enter stock count

Stock count: Overview

When physical stock of inventory is verified against the current stock on the application, a 'stock count' transaction is performed on the application. On performing a stock count transaction,

  • The stock count quantity will overwrite the existing current stock
  • The current stock may increase or decrease based on the stock counted quantity

This may be done to provide an audit of existing stock. It is also the source of stock discrepancy information, and the operation is used for adjusting the error in inventory in order to match it to the physical stock at the entity.


Navigate to the Stock count tab

  1. Click on the 'Logistimo' logo to open the application
  2. Log in with the username and password

  3. Click on Inventory
  4. Click on Enter stock count

  5. a. View the total number of materials across all categories next to the page title

    b. View the total number of materials within a category next to material tag name

     c. Select the material tag to view materials within that category

  6. a. Click on forward arrow button to view more materials. Only 10 materials are shown at a time

    b. View the current stock and the last updated time for each material. The quantity is color coded based on inventory status
    red: zero stock
     - black: normal stock
    orange: < min.
    purple: > max.
    c. Select a material by entering the name in the field and clicking on the material from the resulting list or alternatively, scroll through the material list and click on the material name

  7. View following details of the material: 

    a. Stock on hand: this is the total quantity of material at the entity (Available + Allocated)
    b. Min: the minimum quantity of material that should be stocked
    c. Max: the maximum quantity of material that should be stocked
    d. Allocated: how much quantity of the material is already allocated for use, and thus not available for transactions
    e. Available: the quantity of material available in stock (Stock on hand - Allocated)
    f. In transit: the quantity of material that has already been dispatched and is on the way to this entity
    g. Updated: the date and time stamp that shows when the information was last updated

  8. View details of the existing batches IF ANY. Click on a batch to view Manufacturer, Manufactured date and Last updated timestamp

  9. Enter new stock count for an existing batch

    Note: This step is applicable ONLY for materials which are batch managed. For materials which are not batch managed, enter the new quantity in Stock Count field, select Reason for transaction and click Save. Proceed to step 17

  10. Click on Add new batch button, if required batch does not exist

  11. Enter the Batch ID

  12. Click on Manufactured date to get a calendar view. Using '+' or '-' navigate to next or previous date, month and year (as required)

  13. Enter Manufacturer name
  14. Click on Enter batch expiry date to get a calendar view. Using '+' or '-' navigate to next or previous date, month and year (as required)

  15. Enter Stock count
  16. Select Status of the batch
  17. Click on Save to save batch details or click Cancel to quit

  18. Select Status of the material(s)
  19. Select Reason for stock count transaction
  20. Click on Save to continue or Cancel to quit

  21. Click Send to confirm or Clear all to reset all values

  22. Review the transaction and click on Send now button to submit or Cancel to quit

  23. A pop-up will display a message 'Inventory updated successfully'. This indicates that the stock count transaction is complete and the inventory has updated successfully. Click on OK to continue

NOTE: If the inventory updated message is not displayed, then the stock count transaction is incomplete.

TIPTo view the recently created transaction navigate to Inventory > Transactions page. For reference see article 'How to view transaction history'?