Finishing your stock count

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Introduction

This article explains how to manage stock count states in TRAEDE, including how to move a stock count back to draft, reopen it, mark it as done, and finally regulate inventory. Understanding these steps is essential, as only the final regulation step adjusts your actual inventory levels.

 

If you are in the middle of scanning and need to make changes—such as removing a scanner—you can move the stock count back into Draft.

To do this:

  1. Click Mark as draft at the top of the stock count.

  2. The stock count will return to Draft status.

  3. It will no longer be available for scanning until you release it again.

Your already completed scans are not deleted. They remain saved inside the stock count.


Releasing a stock count for continued scanning

Once you are ready to continue:

  1. Click Release to count.

  2. The stock count becomes active again, and scanners can continue scanning.

This allows you to pause and resume the counting process without losing any data.


Marking a stock count as done

When you have finished scanning all items:

  1. Click Mark stock count as done.

This action means:

  • The stock count can no longer be scanned.

  • You are declaring the count complete.

However, no inventory is changed yet. The system simply locks the count so it cannot be modified.

If necessary, you can reopen it by clicking Open up again.


Regulating inventory (final step)

Marking a stock count as done does not adjust inventory.
To actually update your inventory according to the count:

  1. Click Regulate inventory.

  2. Confirm by selecting Yes, regulate.

Important notes:

  • Regulation can only be done once.

  • After regulation, the stock count is final and cannot be altered.

  • TRAEDE will update your inventory levels to match the counted quantities.


Viewing regulated stock counts

After regulation:

  1. Go to Stock Count List.

  2. You will see:

    • The stock count marked as Regulated.

    • The date/time it was completed.

    • The date/time the regulation was performed.

This provides a clear audit trail of the stock count process.

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