How to Do a Stock Take in Cin7 Core (Fix Inventory Discrepancies)

If you do a stock take in Cin7 Core without preparing correctly, you will block all stock movement across your entire business until it is complete. No purchase orders, no stock transfers, no write-offs, no sales performance, and no stock adjustments. In this episode of the Fiskal Cin7 Core Training Series, Ryan walks through how to set up and complete a stock take in Cin7 Core correctly, including the three methods available and how to handle variances. What you will learn: • What processes are blocked during a stock take and why • How to navigate to the stock take page • Setting the effective date, location, and expense account • The difference between non-zero and zero stock takes • The three stock take methods: manual, barcode scanning, and import/export • How to include or exclude quantity on hand from the stock take report • How to complete the stock take and handle variances • How variances are attributed to your expense account on completion If your Cin7 inventory levels are not matching reality, book a free inventory review: https://is.gd/UKYdXR Watch next: Cin7 Core Inventory: Create New Product (Stock Item): https://is.gd/GqYQ0A Cin7 Core to Xero Reconciliation: Step-by-Step Accounting Guide: https://is.gd/A5A0d0 Chapters: 00:00 Introduction and stock take warnings 00:57 Navigating to the stock take page 01:21 Setting effective date, location and expense account 02:18 Perpetual vs full stock takes 02:47 Include quantity on hand setting 03:33 Filtering by category and brand 04:03 Non-zero vs zero stock takes explained 04:15 Three methods: manual, barcode, and import/export 05:16 Starting the stock take 05:47 Entering stock counts manually 06:25 Reviewing and adjusting variances 07:48 Completing the stock take and expense attribution 08:08 Zero stock take overview #Cin7StockTake #Cin7Inventory #InventoryCount #Cin7Core #StockDiscrepancy