Review Stock Take Discrepancy Reporting and Value Impact
Use the stock-take analytics view to review discrepancy counts, value impact, and location-level patterns before you finalize a period.
Who is this article for?
Use the Stock Take analytics figures to decide which differences need investigation. For navigation and filters, see Stock Take analytics.
Read Quantity and Completion Separately
A discrepancy is a difference between an entry's system quantity and its counted quantity. Completion tells you whether the entry has been marked finished; it does not explain a mismatch or prove the physical count was checked.
Review the Discrepancy Rate alongside location completion. For entries counted By area, compare the summed venue total with the system quantity and check every assigned area.
Understand Inventory Value
The overview includes Total Value, Paid Value and Free Value. These describe the period's inventory valuation and its free/paid split. For an open period, uncounted quantities can fall back to the system baseline, so total value is not proof of a fully completed physical count.
Total Value Impact by Location helps you prioritise differences by their monetary effect. A high discrepancy count and a high value impact are different signals: many low-cost mismatches may have less value impact than one expensive item.
Value impact is an inventory valuation signal. It does not establish the cause of a discrepancy or measure sales profit.
Investigate Before Closing
- Check the period and location scope.
- Use the discrepancy report to identify the largest or most unexpected differences.
- Recount the relevant items and areas.
- Correct quantities or record a clear Discrepancy Reason and Notes.
- Review progress and value impact again before Close Period.