Stock Checks
GrowthAsk the warehouse to physically confirm parts are in stock before you promise them to a customer.
Included in the Growth and Full Platform plans. On the Core plan it shows in the sidebar with a lock.
Request Stock Check
- 1Click New Request.
- 2Pick a part and the quantity needed. Click Add another part to check several at once.
- 3Choose a location, or leave it on any location, and add a note.
- 4Click Submit Request. The warehouse is notified, and you’re notified when they answer.
Respond to Stock Check
- 1Open the request and click Respond.
- 2For serialized parts, check each unit you found. Units you can’t find are flagged as missing; enter any unexpected serial numbers you found.
- 3For other parts, enter how many you found at each location.
- 4Add notes and submit.
Counts that differ from the system create inventory adjustments automatically.
In the mobile app you can scan instead. Each scan of the part’s barcode, SKU or bin tag counts one, starting from zero; a different part’s barcode isn’t counted. For serialized parts, scan each unit’s serial, and units you don’t scan are marked missing.