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How to do Stock Count on Apicbase

For partners: Stock Count on Apicbase to accurately track stock levels

Go to Apicbase Dashboard and click on "New" in the “Counts” menu.  

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On the next screen you'll be able to start counting your items. Because you are able to count with several people at the same time, you start in a sub count. One count can have several sub counts. Every sub count is named automatically (Sub-count 1 in this case). You can change the name by clicking on the pencil symbol next to the name and changing it. Just fill in the number of counted packages you find in stock in the "This count" column.

Screenshot 2023-04-28 at 15.21.41This interface lists every ingredient in your inventory and their stock items.

When you count stock, you count packages. When you fill in "1" for the BBQ Sauce, you count 1 bottles of 2.15l. You can however count a part of a package in the selected unit for the packages. For example for the "BBQ Sauce" you counted 1 package of 2.15l and a part of "0.25" l.

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This results in 1.12 package of 2.15l.

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Another example when you have the goods in different packages. In our case is the Tortilla, which we can store by carton (4 x 18 x 1pcs), by bag (18 x 1 pcs) and by piece (1pcs). In the example below we have 1 karton of tortilla which is 72 pcs + 1 bag of tortilla which is 18 pcs + 2 pcs of tortilla. This results in stock 92 pcs of tortilla.

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When your count event is finished, click the "Close partial count" button at the top. Changes are not yet final at this point. 

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Count Overview:

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Show Details: A count overview refers to a quick overview of the total count, and the number of items to gain insights into the data.

Show Full Overview: You will see the full data of your stock item. Theoretical Stock, Counted Stock, Stock Variance, Theoretical Stock Value, Counted Stock Value, Stock Value Variances.

Saving a count

When you're done counting, make sure to save the main count by clicking on "Save" and then "Confirm and Save". 

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Count reports

On the count events history page, it is possible to get insights on previous counts. Click the "Details" button to view which items were counted, or generate reports which can be viewed and downloaded from your Exports page or either delete the whole stoke take.

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Loom video: