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Complete stocktakes

Regularly perform stocktakes to identify discrepancies and track your stock's value. A stocktake updates BeYou365 with the actual quantities you have on the shelf.

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Start a stocktake

  1. Go to InventoryStocktakes.
  2. Click New stocktake in the top right.
  3. Choose the location you are counting.
  4. Optionally filter by category, brand, or supplier to count a subset of products.
  5. Click Start to open the stocktake screen.

Count and enter stock

  1. Go through each product on the shelf and count the actual quantity.
  2. Enter the counted quantity in the input next to each product.
  3. BeYou365 will show the difference compared to the expected stock level.
  4. Save your progress as you go — you can return to a draft stocktake at any time.
Stocktakes can be paused and resumed. Use the search bar to find a specific product quickly.

Finish the stocktake

  1. Once all products are counted, click Complete stocktake.
  2. Review the summary — the system will list all discrepancies for verification.
  3. Click Confirm to update your stock levels.

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