How to conduct an inventory

The inventory allows you to compare the theoretical stock (recorded in Jewely) to the actual stock (physically counted) in order to identify and correct discrepancies. Here's how to do it step by step.

1. Access the Inventory module

In the main menu, go to Stock > Inventory. Click on New inventory to create a session.

2. Define the inventory criteria

Select the inventory settings:

• Point of sale : choose the relevant store.
• Brand : Filter by brand if you want a partial inventory.
• Product type / Category : refine according to the nature of the items to be inventoried.
• End date : set a deadline for entry.

3. Enter the items

Scan the barcodes of the items using a scanner or manually enter the label numbers. Each scanned item is added to the count list.

4. Visualize the discrepancies

Once the data entry is complete, Jewely automatically calculates the gaps between theoretical and actual stock. Missing or surplus items are clearly identified. The totals excluding and including tax, as well as the number of items counted, are displayed in summary.

5. Validate the inventory

After verification, validate the inventory to update the stock in the ERP. The stock is adjusted accordingly, and the inventory is archived with its date and parameters.

Advice : Conduct your inventories outside of opening hours to avoid stock movements during counting.