Today's delivery, tracked
You end witha shipment booked
2 screens · about 3 min
For stores, warehouse
Stock and operations · ERPNext live demo
Count the shelves without closing: a live ERPNext demo
From Stock Reconciliation to Stock Ledger, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Stock Reconciliation
- Company
- Mith Demo Traders
- Step
- 1 of 2
Set the system's stock to what was counted on the shelf; a barcode scanner can type into it.
You end with stock on the books2 screens · about 3 minFor Stores, warehouseFits Retail, Distribution and logistics, Healthcare
What this flow is
Counting stock often means closing the shop or the warehouse for a day, then fixing the books afterwards.
Here the count goes into a stock reconciliation, from a barcode scanner or by hand, and sets the system's quantity to what's on the shelf. The difference posts to the stock ledger beside every other movement, while you keep trading.
Before and after
| Without it | With it |
|---|---|
| The shop closed for the count | Count while you trade |
| Counts on paper sheets | Counts scanned or entered into the system |
| Differences written off without a trail | Each adjustment on the stock ledger |
| Stock value wrong until year end | Quantity and value corrected on submit |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Stock Reconciliation
Set the system's stock to what was counted on the shelf; a barcode scanner can type into it.
Stock Ledger
Every stock movement in one list, so the count's adjustment sits beside all the others.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
A count two kettles short is entered for you; you submit it and see the adjustment on the stock ledger. The phone scanner is in MithUniverse only; the screen has a barcode field for a scanner.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Stores
Count and enter in one step.
Accounts and auditors
See every adjustment and its value.
Owner
Can trust the stock figure.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Cycle counts by shelf or item group
- Barcode scanning on phones
- Counts by batch and serial number
- Approval for large differences
- A count per warehouse
See the whole journey
Flows that go with it
Questions about this flow
No. Count a section at a time; the reconciliation sets the quantity as at the moment you post it.
Yes. The screen has a barcode field that a scanner types into, and each scan adds the item.
To the stock ledger, with its value posted to a stock adjustment account.
Yes. A reconciliation covers only the items you list; the rest are untouched.