Use Bulk Updates and Discrepancy Reasons in a Stock Take

Use Bulk Update when selected entries need the same count action or explanation. Use individual area fields when you need to record where stock was found.

Save an Individual Count

Total counts auto-save after a pause; Enter or leaving a changed field saves immediately. A valid saved total marks the entry complete. Clearing it resets completion.

The total field accepts non-negative numbers and rejects quantities above the entry's expected system total. Resolve the validation or save error before moving on.

For By area, enter counts in each assigned area and check the summed Venue total. Empty areas count as zero, and an area save can mark the entry complete before every area has been checked.

Add Context

Open the entry edit form to update Notes, Discrepancy Reason and Complete alongside the counted quantity. Explain unexpected differences after checking the physical count and units.

Apply a Bulk Update

For the zero-count mode, select Mark all as complete so the current form sends the zero quantity. Shared notes and discrepancy reasons replace those fields on all selected entries.

Custom quantity uses one number for all selected entries. It is blocked if that number exceeds any selected entry's expected quantity. Expected quantity copies each entry's own system quantity, rather than one shared number.

Use expected quantity only after physically checking the selected stock. A bulk total does not document separate area counts; use the area controls for that breakdown.

Counting controls become read-only after closure.