💡 With stock counting you can perform a physical count in a structured way. During a count, the selected products are temporarily blocked so that no transactions can take place with them. This ensures that the count is executed correctly and reliably.
⇢ Go to Stock management - Stock counts and click the green plus icon.
General data
💡 In the first step, select the stock location and the date of the stock count.
Stock location: select the location where the count is carried out. If the count covers multiple stock locations, create a separate count for each location.
Date: select the date on which the count was/will be carried out.
Note: an optional field to provide additional details.
Create stock balance: tick this option if you want to create a new stock balance in Douano based on this count.
💡 If you choose to create a stock balance, you will no longer be able to change the stock levels for the products included in this count with a date prior to the count. This is typically used after a customs audit.
Select products
💡 In this step, Douano automatically retrieves all products that were in stock at the selected location on the selected date.
Use “Add all products below to the count” to include all products in one click.
Use the plus icon on each product line to manually select which products you want to include.
💡 You can use the search field and additional filters to refine your product selection.
Selected products
💡 Review the products selected for the count. You can still remove products from this list.
Processing the Stock Count
Planned
💡 The stock count now appears under the Planned tab. You can still edit it at this stage.
💡 Click the confirm icon to start the count.
In progress
Step 1 – Enter the counted quantities
💡 The stock count has now started. The selected products are temporarily blocked in Douano and cannot be used in transactions while the count is ongoing.
Product: the name of the product included in the count. This field cannot be edited.
Quantity in douano: the quantity (pieces, liters, etc.) that Douano shows in stock at the time of the count. This is retrieved automatically and cannot be changed.
Counted quantity: the actual quantity (pieces, liters, etc.) you physically counted.
💡 You can also enter the counted quantities per lot/batch number and/or expiry date by clicking the detail icon next to each line.
💡 Validate the count by clicking the validate icon in the top right. This ensures that the counted quantities do not result in negative stock.
Step 2 – Select the stock movements
💡 Select the stock movements that occurred on the same day as the count, but before the count took place. If no lines are displayed, you can safely skip this step.
Save the count.
On the count line, you can finalize the stock count by clicking the confirm icon. The count will then appear under the All tab.