---
title: "Stocktaking"
slug: "stocktaking-2"
updated: 2026-06-25T12:22:42Z
published: 2026-06-25T12:22:42Z
canonical: "products.egretail.cloud/stocktaking-2"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://products.egretail.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Stocktaking

A **stocktaking** is a physical count of stock in the store. You can count against a **count group** prepared by back-office (a pre-defined list of items expected at a location), or against **random items** you scan on the spot.

You reach the **Stocktaking** flow from the **Create** tab → **Inventory** → **Stocktaking**. Stocktaking pages share the general transaction layout, header, more menu, put-on-hold, and discard behavior described on [Transaction basics](/v1/docs/transactions-common-1#transaction-basics). This page covers only what is specific to stocktaking.

---

#### The start page

The **Stocktaking** start page asks what kind of count you want to run.

![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-SO9IXAOY.png)

1. The page shows a box-on-trolley illustration, the message *“I would like to count…”*, and two buttons:
  - **A count group** — count items on a count group prepared by back-office. Tap to open the **Select count group** sheet.
  - **Random items** — count any items you scan, without a pre-defined list. Tap to go straight to the counting page.
2. To leave the start page, tap the **back arrow** in the top-left.

If a stocktaking is already paused, the app asks whether to resume it before the start page. See [Resuming a paused transaction](/v1/docs/transactions-common-1#resuming-a-paused-transaction).

---

### Selecting a count group

Tapping the **A count group** button opens the **Select count group** bottom sheet.

![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-WTDRRHJX.png)

1. Type in **Search count groups…** to narrow the list. The result count appears below (for example, *28 results*).
2. Tap the sort drop-down (default **Created date**) to change the sort order.
3. Each row shows the group name, its creation date, its current count (for example, *0 of 50*), and a status badge:
  - **The new** group has not started.
  - **In progress** — someone has already started counting this group. The status is visible so you can see which groups are in use before picking one.
  - **Paused** — someone started counting and then paused it.
4. Tap a group to start counting it. The sheet closes and the count group page opens.
5. Tap the **X** to close the sheet without choosing. You return to the start page.

---

#### Taking over a count group from another user

If you choose a count group that another user has in progress, the **Take over count group?** popup opens before the counting page. ![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-88VHR13Z.png)

The popup warns *“The current owner will not be able to continue counting this group.”* and shows the **Group** name, the **Last modified** timestamp, and the current **Owner**.

Tap **Take over** to claim the group and continue or **Cancel** to go back to the select sheet and pick a different group.

---

### Random items

Choosing **Random items** on the start page skips the **Select count group** sheet and opens the counting page directly. The counting page works the same as for a count group with one structural difference:

- It has no **Not counted / Counted / All** tabs. Every item you add appears in a single list.

Everything else - scanning, searching, focused rows, multi-location items, the confirm-to-count flow, editing a counted item, scan warnings, the more menu, discard, finish, and done - behaves the same as the count group flow described below.

---

#### The count group page

The count group page has a few differences from the standard transaction layout:

- The header shows the name of the count group (for example, Torg/Pall 3200, Home) rather than the transaction name.
- Three tabs below the progress bar filter the item list:
  - **Not counted (n)** - items that still need counting. This is the tab the page opens on.
  - **Counted (n)** - items you have confirmed a count for in this session. Empty when you start a new group.
  - **All (n)** - every item in the count group.
- The bottom bar has a **scan** icon, a **search** icon, and a **Next** button. **Next** is disabled until every item in the group has been counted.

![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-3WZ9QHGR.png)

Each item row shows the item’s thumbnail, name, item number, its main shelf location (followed by (+n) if there are additional locations), and a **count badge** on the right showing / (for example, 0 / 4).

On a new count group the page shows a **+** icon and *“Scan or use search to start counting items”*. Once every item in the group has been counted, the **Not counted** tab is empty and shows a success illustration with *“No items” / “You have no items left to count”*. **Next** becomes enabled at that point.

---

### Counting items

Counting differs from other transactions because each item’s quantity must be **confirmed** before the item moves to the **Counted** tab.

---

#### Single-location items

If the item has only one shelf location, it is **focused** on the count group page in the same way as in quantity rows elsewhere — the row expands with a quantity field and step buttons — with one addition: a **confirm** (**check**) button on the far right.

![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-8DHXDUEY.png)

1. Type the counted quantity into the field or tap **+** to step up.
2. Tap the **confirm** (**check**) button, or tap **Done** on the keyboard, to commit the count. The item moves to the **Counted** tab.

---

#### Items with multiple locations

If the item is stored at more than one shelf location, a bottom sheet opens so you can record a quantity per location.

![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-QZ1ZAGBS.png)

1. Each row corresponds to a shelf location and has a quantity field with **−** and **+** step buttons. Locations are sorted with the lowest shelf number on top.
2. Enter the quantity counted at each location. If there is no stock at a shelf, tap **−** on that row to set the field to *0* — unlike the quantity-row pattern elsewhere, **−** in this sheet always decrements (it never becomes a trash icon).
3. Tap **Save** to commit the counts and close the sheet. **Save** stays disabled until every row has a value - an empty field is treated as “not yet counted”, not as zero.
4. Tap the **X** to close the sheet without saving.

The same multi-location pattern is used for count groups and count lists.

---

#### Ingredient items

Ingredient items are counted through a dedicated bottom sheet instead of the inline focus row, so you can enter the supplier-pack count and the loose inner-unit count separately.

![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-XFSZS1W1.png)

1. Tap or scan an ingredient item. A bottom sheet opens with the item name at the top and two quantity fields - **Supplier packages** and **Inner units** - each with **− / +** step buttons. The **Inner units** label shows the pack breakdown in parentheses (for example, *“Inner units (12 x Hot dog bun sesame)”*).
2. Below the fields, a combined **counted / expected** total is shown in supplier-package units (for example, 4,75 / 8 — four packs plus three loose units of a twelve-per-pack item).
3. Fill one or both fields. **Save** becomes active once either field has a value. Tap **Save** to commit the count and close the sheet - the item moves to the **Counted** tab, where its row shows the same combined decimal.
4. Tap the **X** to close the sheet without saving.

Editing a counted ingredient item from the **Counted** tab opens the same dual-field sheet so you can change either quantity.

---

#### Editing or resetting av counted item

Once an item is on the **Counted** tab, tapping its row opens an action sheet rather than focusing it directly.

![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-KK0BNXI0.png)

- **Edit** — re-opens the item for counting.
  - For a single-location item the row focuses so you can change the value.
  - For a multi-location item, the sheet opens again with the first shelf row pre-selected.
- **Reset count** — opens a **Reset count?** confirmation popup that reads *“‘<item name>’ will be set back to ‘Not counted’.”* Tap **Reset count** to return that one item to **Not counted** or **Cancel** to go back.

This single-item reset is different from **Reset count group** in the more menu, which clears every count in the group.

---

#### Adding items not in the count group

Items not listed on the count group can still be added - for example, if you find stock of an item on the shelf that the prepared group did not anticipate. Searching for such an item and tapping it opens the **Add to count group?** popup: *“‘<item name>’ is not part of the selected count group.”*

Tap **Add item** to add the item to the group - it is then counted like any other item in the group — or **Cancel** to go back.

---

#### Scan warnings

A few scan actions show a warning popup instead of updating a count.

**Scanning an already-counted item.**

The **Count item again?** popup opens: *“‘<item name>’ was already counted.”* Tap **Count again** to re-open the item for a new countor **Cancel** to keep the existing count.

**Scanning a different item while a multi-location sheet is open**

The **Incomplete count** popup opens: *“You need to finish counting the selected item before scanning another one.”* Tap **Close** and either save or dismiss the open sheet before scanning a new item.

**Scanning the same multi-location item with no shelf row selected**

Scanning the open item increments the quantity on the currently selected shelf row; if no row is selected, the **Select shelf location** popup opens: *“You need to select a shelf location in order to increase quantity by scanning.”* Tap **Close**, tap into the shelf row you want to count, then scan again.

---

#### The more menu

The “**More (… )**” button in the header opens the stocktaking options bottom sheet.

![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-Z8GM69IS.png)

Along with the standard [transaction options](/v1/docs/transactions-common-1#transaction-basics) — **Add quick action**, **Put on hold**, and **Discard transaction** - stocktaking has two options of its own:

- **Set remaining to zero** - marks every item still on **Not counted** as out of stock. See below.
- **Reset count group** - clears every count you have entered in this session and returns the group to its **Not counted** state so you can start over.

Stocktaking does not include **Hide total** or **Edit name.**

---

**Set remaining to zero**

Use **Set remaining to zero** when you have physically finished counting and are sure any items still on **Not counted** are not in the store.

1. Choose **Set remaining to zero** from the more menu. A confirmation popup opens.
2. The popup reads *“<n> items will be registered as out of stock.”*
3. Tap **Confirm** to mark the remaining items as out of stock and move them to the **Counted** tab or **Cancel** to go back.

---

**Reset count group**

**Reset count group** is like **Discard** but keeps you in the flow. It clears every count you have made and returns the group to its **Not counted** state.

1. Choose **Reset count group** from the more menu. A confirmation popup opens.
2. The popup reads *“All items will be marked as ‘Not counted’.”*
3. Tap **Reset count** to clear your counts or **Cancel** to go back.

---

#### Discarding a stocktaking

Discarding a stocktaking leaves the count group itself in place - you will still find it in the **Select count group** sheet afterwards — but clears any counts you have made during this session.

Choose **Discard transaction** from the more menu.” Tap **Discard** to confirm and leave the page or **Cancel** to stay. See the generic [Discarding a transaction](/v1/docs/transactions-common-1#discarding-a-transaction) pattern for how this fits in with other transactions.

---

#### The finish page

Tap **Next** once every item has been counted to open the finish page. The header continues to show the count group name.

![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-U0WYWS5U.png)

The summary has these rows, all read-only:

- **Deviation (+)** - total count over the expected quantity, in green.
- **Deviation (−)** - total count under the expected quantity, in red.

The free-text field is labelled **Transaction note** with the placeholder “*Add note”.*

Tap **Submit** to complete the stocktaking, or **Back** to return to the count group page.

---

#### The done page

After you submit, the done page confirms the stocktaking is finished. The header keeps the count group name, and the message reads *“Count group was completed”.*

![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-VMUK5KF6.png)

---

#### How the submission is processed

When you tap **Submit**, the counts are queued for delivery to the **Inventory Service** — the system that tracks stock and stock movements across your store.

The hand-off happens in the background, so the done page appears right away; stock figures elsewhere in the app