A stocktake records physical observations inside a frozen scope. It does not turn an unvisited bin into an observed zero. The supervisor controls the scope and completion; counters record what they find.
Start a controlled count
In Count review, the supervisor chooses selected bins, a code range or a store. Stop physical work in those bins and confirm that the cut-off is reconciled before starting. Include empty bins deliberately. Select a blind count when counters should not see recorded baselines or variances.
The count retains its scope and ledger position, then freezes the selected bins. Use its stocktake reference for the handover. A receiving or movement attempt against frozen stock can be refused; do not bypass the freeze by choosing an incorrect location.
Walk and observe
At the working station, open Count and choose the active count. Work one bin at a time in its walk order. A scan selects a bin inside this count; it does not add another location to the frozen scope.
Enter exact quantities for each observed material and lot. Enter 0 only when none was counted. A done mark does not change untouched observations to zero. If an approved material is found unexpectedly, add it through the count's supported found-item path with the correct lot. Do not invent an unknown identity.
Use flags for wrong item, mixed items, empty bin, damaged material, unknown item or a location issue. Empty-bin handling records explicit zero observations; other flags record review evidence. A flag itself does not move stock.
Review and complete
The supervisor reads the observations, uncounted entries, variances and flags, then prepares the current proposal. Recount unresolved questions before applying a change. Flag resolution may refer to a later authorised recount, hold, placement change, movement, adjustment or quarantine, or a reasoned dismissal. Resolving a flag is not itself a stock posting.
Complete the current reviewed proposal with the required reason and recent Accounts verification. Completion applies the proposal and releases the freeze together. Keep uncounted entries and unapplied differences visible in the handover rather than claiming the entire scope was verified.
The completed summary retains people, times, counted and uncounted keys, flags, resolutions and committed adjustment evidence. A counted opening has additional one-time opening declarations. Follow setup and opening before using count evidence to establish the first ledger balance.
Bring observations from a reviewed file
As supervisor, open Reviewed imports and choose the count-observation profile or countbench-results/v1. Enter Current frozen count ID for the still-active scope. CountBench uses CSV; preserve the exported identity, lifecycle, comparison and coverage fields rather than rebuilding a result spreadsheet from visible totals.
Stage and inspect the exact source through the import review sequence. Confirm that observations were taken inside this exact active frozen-count window. For a partial or separately reviewed CountBench scope, use This is a partial or separately reviewed CountBench scope only after reviewing its source coverage and exclusions, then confirm acceptance of only those exact rows inside the selected count.
The file must agree with supported material identities, units and the frozen scope. An expired, released or changed count cannot accept its old evidence. Importing observations does not itself complete the count or release bins: return to the current proposal, review differences and flags, then choose the appropriate completion or release action. Retain the staged source, count identity, accepted scope and any excluded rows for the handover.