Stock inventory involves counting what you actually have in your warehouse, then correcting the discrepancy with the stock shown in the software. It’s a basic but essential operation. Indeed, your theoretical stock drifts over time: breakage, theft, missed entries, receiving errors. DoliPlus helps you realign your quantities, warehouse by warehouse, without spreadsheets or manual calculations.
In practice, you start an inventory, enter the counted quantities, then validate. The software calculates the discrepancy and adjusts the stock for you. Let’s see how this works, step by step.
Conducting a stock inventory in DoliPlus
To begin, open the Products menu, then the Stock section. You’ll find the inventory list and the Create inventory button. Give it a clear title, e.g. “Annual workshop inventory”. Then, choose the date and warehouse to count.
You can also target a specific product category or supplier. This is useful when counting one zone at a time. Plus, some options refine the selection:
- only include products with stock in the chosen warehouse;
- account for products with negative stock;
- include all products for a first complete inventory.
Once the inventory is created, DoliPlus displays the list of products to count. Each line shows the theoretical quantity, i.e. what the software expects. You then enter the actual quantity counted on the shelf. The discrepancy appears immediately, along with the adjustment to apply.
When counting is complete, you close the inventory. DoliPlus then generates the necessary stock movements and updates your quantities. Your levels finally reflect on-the-ground reality. For large inventories, processing runs in the background and you’re notified by email when complete.
Inventory and online shop
Stock inventory also applies to stock synchronised with a PrestaShop store. This way, your online stock remains consistent with your actual stock. Consequently, you avoid selling products you no longer have in stock. This protects your customers’ trust. Learn more about the PrestaShop connector
Why conduct regular inventories?
Accurate stock is the foundation of good management: that’s the whole point of inventory. Without regular checks, discrepancies accumulate and distort your decisions. Conversely, periodic counting corrects these drifts before they become costly.
Concretely, you gain on three fronts:
- reliable quantities: your sales are based on accurate stock;
- fewer shortages: you spot missing products early;
- healthy accounting: stock value reflects reality.
In practice, it’s better to schedule stock inventory at regular intervals, or by zones. This keeps the operation quick and maintains reliable figures year-round. Plus, frequent inventories limit nasty surprises when selling or restocking. For example, you could count one product family each month rather than the whole depot at once.
Finally, consider aligning your inventory with your online sales. Synchronised stock prevents promising products you no longer have. To go further on daily quantity management, see the dedicated stock chapter. Learn more about stock management
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