Count your stock

A stock count compares the physical coins with the records. Use it for theft checks, insurance and year-end.

Start a count

1. Go to Stock counts.
2. Click "Start a count".
3. In "Count by", select "Warehouse", "Zones" or "Category". A category count includes the categories under it.
4. Optional: enter a "Name". When you leave it empty, the count uses the name of the place or category.
5. Click "Start the count".

The count records the coins expected now. It changes no coin until a manager approves it.

Scan the coins

1. Open the count and click "Scan coins".
2. In "Where you count", select the "Warehouse" and "Zone". Enter the "Safe", "Shelf" and "Box" when you use them.
3. Scan each coin.

A USB or Bluetooth scanner types into the "Code" box. On a phone, click "Use the camera". The scan reads a CoinManagerPro label, an RFID tag or a slab cert number. Each scan gives a sound and a color. A repeat scan does not count two times.

When a label is damaged, click "Find a coin" and search by SKU, title, cert number or RFID tag. To change a quantity, click "Change" on a recent scan.

When the connection stops, the scans wait on the device. They send when the connection returns.

Finish and review

1. Click "Finish counting". The app compares the count with the records. No coin changes.
2. Review the outcomes, such as "Matched", "Missing", "Unexpected" and "Quantity difference".
3. For each outcome, choose the changes. For example: "Mark all as missing", "Move all to where they were found" or "Set all to the counted quantity".

To scan more, click "Count more". To stop, click "Cancel the count". No coin changes.

Approve

Click "Approve". The app makes the changes and records them in the history of each coin. A coin marked as missing comes off every sales channel. When a coin changed after the count, the app skips it.

When the approval stops, click "Continue the approval". Click "Report" to see the results.