Stock Reconciliation


Stock Reconciliation helps you to count the stock in store, compare with the On Hand count in Stock app and adjust the on hand count easily if there is any difference.

You can go to "RECONCILIATIONS" tab to start a new reconciliation or view the previous reconciliations.



Click "New Stock Reconciliation" button to start counting stock.



On New Stock Reconciliation page, press "Enter Product" to enter the count for a product. You can enter Product name or SKU to locate the product. Once a product is selected, the product's current on hand count will be displayed at "System Count" column. You can enter its actual count to "Actual Count" column and the difference will be calculated.

Will save your time to count the stock by bar code scanner (preferably using Clover Mobile). When a new product is scanned, a new row with product information will be added to the list. As you continue to scan the same product,  the actual count will increase for every scan, or you can enter the actual count for large quantity. After finish this product, you can start to scan the next product, a new item will be added the list.

You can save the product and its count by press "Save" button or "Save & Adjust" to also adjust the On Hand count and record the difference as adjustment.

For each reconciliation record, it will show the time of reconciliation, total number of products counted, total count difference and a "Need Adjustment" reminder text if the counts difference is not adjusted.



You can tap on the row too see the detail information about the reconciliation. You can either use "Edit Detail" button to either change the actual counts or continue to count for more products, or use "Adjust Stock" button to adjust the count in the system.



Once the adjustment is completed, you can't edit the reconciliation. The product is marked as "Adjusted". The reconciliation item could have one of the following status:
  • Adjusted - the adjustment is completed.
  • Need Adjustment - need to adjust the stock for the difference
  • No Purchase Order, Will add - there is no purchase order for this product. A new "Reconciliation" purchase order will be added to correct the counts.




You can use "Show" filter to only display the products that requires adjustment or have count difference.


Reconcile Bulk of Products


This Feature only available from Stock Web Dashboard.

If you want to reconcile products by Category or Vendor, you can use filter to select products in Products page,  then click "Add To Reconciliation" button to create new reconciliation or add these products to an existing reconciliation:


enter actual counts for these products in Edit Reconciliation page:


Reconcile from Import Clover Stock Count


If you'd like to reconcile stock count through Clover Inventory app by other 3rd party tools or uploading Excel file, you can then import Stock count from Clover Inventory and create a new reconciliation. The imported stock count becomes the actual count of each item. Please note we don't import negative count. 

This is a way to sync the stock count in Stock app with the stock count in Clover Inventory app.
  • Login to Stock Web, go to Reconciliation page and click "New Stock Reconciliation", select "Import from Clover Stock Count"
  • Loading data from Clover, if you have lot of items, it will take a while to load.
  • Review the stock counts imported from Clover.
  • Click Save button to complete.
  • Use "Adjust Stock" button to adjust the count in the system


Permission


You can use Employee Permissions setting to control the access of reconciliations.

If employee has Read and Write permission, employee can do the counting, save the counts and adjust stock.

If employee has Read Only permission, employee can do the counting, save the counts and can't adjust stock, admin/manager will have to review the counts, then adjust stock.

If employee has No Access permission, employee won't be able to do anything for reconciliation.


Feedback and Knowledge Base