A stock take is only useful if you trust it. Too often counts are rushed, typed straight over the system figures, and nobody can tell later what changed or why.
A better stock take in three steps
- Draft: count the shelves and record what you find, without changing stock yet.
- Approve: a second person reviews the differences and asks about the big ones.
- Apply: only then does the system update stock, with a record of the adjustment.
That is exactly how Stock Take works in cBiZ, for every branch and warehouse.
Tips for smoother counts
- Count a few categories at a time instead of everything once a year.
- Record transfers, damages and returns as they happen, so differences are real.
- Investigate repeat differences: they point to a process problem, not a counting one.
Know where the gaps come from
When purchases, transfers, sales and damages are all recorded, the gap between system and shelf becomes small and explainable.
Ready to see it in your business? Start a 30-day free trial of cBiZ, with no credit card and nothing to install, or talk to our team: call 0751 650 020, WhatsApp +254 751 650 020 or email sales@cybcorp.tech.
