In order to improve the inventory management of ConnectPOS, we gladly introduce the new feature: Stocktake. With stocktake, you can count and save stock numbers of particular items or your whole inventory.
Start Stocktake #
First, login to retail.connectpos.com
Go to Settings on the side menu, select Module. Then click Install Stocktake.
![Introduce Stocktake - Inventory Management](https://www.connectpos.com/wp-content/uploads/2023/09/image-142-1024x480.png)
After installing the module, you can start counting your inventory.
Count the items #
Go to the side menu, choose Stocktake. Click on the plus to open a new stocktake session.
You’re required to fill in the title and choose the items that need to be counted before you can save the session.
![Introduce Stocktake - Inventory Management](https://www.connectpos.com/wp-content/uploads/2023/09/image-143-1024x500.png)
To count your product, select your product and then start counting. When you finish, fill in the number and click on Count. The total number is shown in the column Counted.
![Introduce Stocktake - Inventory Management](https://www.connectpos.com/wp-content/uploads/2023/09/image-144-1024x491.png)
Your count will be recorded in the Recently counted chart.
![Introduce Stocktake - Inventory Management](https://www.connectpos.com/wp-content/uploads/2023/09/image-145-1024x443.png)
You can see all the counting sessions when clicking on Review.
![Introduce Stocktake - Inventory Management](https://www.connectpos.com/wp-content/uploads/2023/09/image-146-1024x500.png)
If you want to cancel the stocktake session, just click on the Cancel.
There are three statuses:
- In Progress: You’re in the middle of the counting process.
- Complete: You have done stocktake. Complete is only when you have finished counting ALL items in the session
- Cancel: You cancel the session.
![Introduce Stocktake - Inventory Management](https://www.connectpos.com/wp-content/uploads/2023/09/image-147-1024x500.png)