Inventory
Inventory (stocktake) is how you reconcile physical stock on a chosen storage with book quantities: you enter actual quantities, see the difference in units and an estimated monetary impact, then either save a draft or take inventory to push the new balances live.
The flow is on the Pro plan alongside other warehouse tools. Workers need permission to conduct inventory — otherwise Inventory is disabled in the storage row menu.
Why run it
- Align the ledger with reality.
- Spread work across sessions — save a draft and resume later for the same storage.
- See rough financial impact via the variance total before posting.
How to open it
On Storages, open the ⋮ menu on a storage row and choose Inventory.
If a Draft badge appears next to the storage name (same permission), tap it to reopen the counting dialog and continue where you left off.
Inventory dialog
On mobile the dialog is full screen; on wider layouts it stays in a centered panel. The title combines Storage inventory (exact wording depends on locale) with the storage name.
Below the title you may see chips such as:
X / Y items changed— lines you edited versus the tracked line count.- Inventory draft · Updated … — timestamp when a draft was saved.
There is Search by name… and a Display packaging toggle for quantity entry (same behaviour as elsewhere in stock entry).
Lines are grouped by ingredient category; items without a category appear under Uncategorized.
Columns on desktop
| Column | Meaning |
|---|---|
| Name | Ingredient and packaging hint when set on the catalog card. |
| Quantity | Book balance before the recount (negative balances may stand out visually). |
| Valid quantity | Your actual counted quantity input. |
| Difference | Variance (actual − book) in quantity and approximate money value for that row. |
The footer shows Total — summed estimated value of adjustments using catalog units and pricing.
Adding lines
By default the grid lists ingredients that already move on that storage. Add a component picks more ingredients from the catalog (starting from zero when they were never on hand there). From the picker footer you can also Add a product to create a catalog item first.
Draft
- Save draft stores current quantities and the packaging toggle for this storage. Only one draft per storage is kept (the UI tooltip reminds you).
- Clear draft removes the saved draft and resets the form back to the book balances (enabled only when a draft exists).
Snackbars confirm Draft saved or Draft cleared.
Posting inventory
Take inventory applies your valid quantities to the storage: balances update, a store log entry is written with type inventory including old/new state and cost differences, and the draft for that storage is cleared.
Setting a line to zero clears that ingredient’s residue on the storage; increases or decreases follow the counted difference.
Closing the dialog
If you changed counts and try to close (X or backdrop), you see Save draft? with:
- Save and close
- Close without saving
- Keep editing
