# How to Do a Stocktake in Unleashed With Stock Counts > Run a stocktake in Unleashed with Stock Counts: create the count, enter or import quantities, check variances, then click Complete to update stock on hand. - URL: https://logistify.ai/guides/unleashed/stocktake/ - Section: Unleashed Guides, Inventory & stock - Applies to: Unleashed Core, Pro - Steps checked against: Unleashed Help Centre articles, checked 23 October 2026 - Updated: 2026-10-23 **Short answer:** To do a stocktake in Unleashed, go to Inventory > Transactions > Stock Counts > Add Count, pick one warehouse and click Create Count. Enter the counted quantities by hand or import them from a CSV file, assign any serial or batch numbers, then click Complete. Unleashed adjusts stock on hand to your counts and downloads a PDF Variance Report. Stock Counts are on the Core and Pro plans, not Lite. ## Before you start - Stock Counts aren't supported on the Lite plan. You need Core or Pro. - To create a count, your user role needs the "Stock Count Entry" permission. To update and process an in-progress count, it needs "Stock Count List". - Each Stock Count covers one warehouse. Run a separate count for each warehouse. - Unleashed recommends pausing production, receipting and shipments in the warehouse while the count is in progress. - If Shopify or WooCommerce creates orders in Unleashed, see the ecommerce note in Step 2. ## Step 1: Create the Stock Count 1. Go to Inventory > Transactions > Stock Counts and click Add Count. 2. Optionally enter a Stock Count Name. You can't edit it once the count is In Progress. 3. Select the Warehouse. Only one warehouse can be selected, and it can't be changed later. 4. To pre-fill the count, filter by Supplier, Bin Location, Product Group or Product Brand. By default only products with stock above zero in that warehouse are listed. Tick "Include products with no stock" to add the rest. 5. For a blind count, tick "Create empty stock count" instead and add products as you count them. 6. If you're connected to an accounting provider, choose the Accounting Code (the cost of goods sold account the count exports to). 7. Click Create Count. Unleashed gives it a Stock Count number and saves it as In Progress. ## Step 2: Count and enter quantities 1. To count on paper, open the count, click Export and choose Export to PDF. It lists the products with space to write quantities. 2. To enter counts in Unleashed, click the Count Quantity field on each row and type the counted quantity. Unleashed hides current stock on hand until the count is complete, so the count isn't biased. 3. To add a product that isn't listed, search for it in the Product field, enter the Count Quantity and click Add. 4. To import counts, use Export to CSV for a pre-filled file, update the Count Quantity column, then click Import on the count and upload the file. Each import replaces the current counts. 5. For serial-numbered or batch-tracked products, click the Serial or Batch field and assign numbers. The column turns green when the assigned quantity matches the count quantity. 6. If ecommerce orders create sales orders in Unleashed, Unleashed suggests temporarily changing your Shopify integration's sales order creation status from Completed to Parked or Placed, then switching it back and completing those orders after the count. Remove any product you aren't counting by clicking the bin icon on its row. A listed product left blank or at 0 is set to zero stock on hand when you complete the count. ## Step 3: Check variances and complete 1. Review the counts against your records and recount anything that looks wrong. Unleashed's Help Centre notes that receipts or shipments processed during the count can cause differences. 2. Click Complete in the top right corner of the Stock Count. 3. Review the summary of how many products will be updated, then click Yes. 4. Unleashed downloads a PDF Variance Report. Each difference becomes a Stock Take Adjustment. 5. To see the adjustments later, go to Reports > Inventory > Transaction Enquiry and run it with Stock Take Adjustment selected in the Transaction Type filter. ## If something doesn't look right - Error "The on-hand quantity has changed since this stock take was created": stock moved after the count started. Re-enter the Count Quantity on the affected line, click away, and try Complete again. - The count won't complete: a product on it has a purchase order in Receipted status (in any warehouse), or a Serial or Batch column is still red. - A purchase order won't receipt: one of its products is on an In Progress Stock Count for the same warehouse. - Shipments, stock adjustments and assemblies won't complete for products on an In Progress count. - A product went to zero: it was listed on the count with no quantity, or left out of an imported CSV. The import sets any product on the count but missing from the file to zero. - A completed count was wrong: completed counts can't be edited, deleted or reversed. Create a second Stock Count with the correct quantities to offset it. - A product that had zero stock was counted up: Unleashed values the new stock at its Last Cost. Check the average landed cost afterwards. ## Where Unleashed leaves the work to you - The physical count, the recounts and deciding which variances to accept. - Stopping receipts, shipments and assemblies in the warehouse while the count runs, and holding ecommerce orders. - Checking product values after the count, especially for products that had no stock before. - Checking what the count exports to the Accounting Code you chose, if you're connected to an accounting provider. ## Where Logistify fits Logistify doesn't do stocktakes in Unleashed. Our [Sales Order Service](https://logistify.ai/agents/sales-order/) enters customer orders into Unleashed as sales orders and replies to the buyer with the quantity available on each line. To correct stock between counts, see [How to adjust stock on hand in Unleashed](https://logistify.ai/guides/unleashed/stock-adjustments/). For multiple warehouses, see [How to transfer stock between warehouses](https://logistify.ai/guides/unleashed/warehouse-transfers/). ## Frequently Asked Questions ### Can I do a stocktake on Unleashed Lite? No. Unleashed's Help Centre says Stock Counts aren't supported on Lite. You need Core or Pro. ### Can I count only part of a warehouse? Yes. Filter the new count by Supplier, Bin Location, Product Group or Product Brand, or create an empty count and add only the products you count. Products not on the count don't change. ### Can I import stocktake counts from a spreadsheet? Yes, as a CSV file into a Stock Count that already exists and is In Progress. Include the Stock Count Number on every row. You can't complete a count by import; you click Complete in Unleashed. ### Can I undo a completed stock count? No. Completed counts can't be edited, deleted or reversed. Create a new Stock Count with the correct quantities to offset the error. ### What happens to products I left blank? Their stock on hand in that warehouse is set to zero when you complete the count. Remove products you didn't count. ## Sources - [Unleashed: Steps to completing a stock take in Unleashed](https://help-unleashed.theaccessgroup.com/en/articles/15137174-steps-to-completing-a-stock-take-in-unleashed) - [Unleashed: Create Stock Counts](https://help-unleashed.theaccessgroup.com/en/articles/11581954-create-stock-counts) - [Unleashed: Manage a Stock Count](https://help-unleashed.theaccessgroup.com/en/articles/11581955-manage-a-stock-count) - [Unleashed: Import Stock Counts](https://help-unleashed.theaccessgroup.com/en/articles/11581853-import-stock-counts) - [Unleashed: View Stock Counts](https://help-unleashed.theaccessgroup.com/en/articles/11581953-view-stock-counts) - [Unleashed: Average Landed Costs (ALC)](https://help-unleashed.theaccessgroup.com/en/articles/11581968-average-landed-costs-alc)