Annual Stock Counts

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It's that time of year again, time to count your inventory!!!

While it can be a daunting task; and it probably won't make your list of Fun Things To Do, it must be done. So let's get to it.


A brief reminder of this process within X3.

  1. Go to Stock, Counts, Stock Count Sessions to create and generate a Count Session.
  2. Go to Stock, Counts, Counts and select the document generated from Count Sessions.
  3. Use the dropdown next to the product to enter or confirm your count in the Counter Detail.
  4. Click the Validation button to update your count.

Since it may have been a while since your last count, here are some things to remember:

  • You can do a physical count by location by selection Locations as the Stock Count Type in Stock Count Sessions.
  • You can check the product’s record at Common Data, Products, Products-site on the Counts tab to see if the product is in the process of being counted.
  • If you need to use a product that has been locked by a count, you can release the product by locating the product on the count document, clicking onto the dropdown and selecting the Unlock button.
  • In version 7 and higher, you must ensure there have been no stock movements between the allocation date and the creation date to successfully modify the date in the Allocation Date field.

Don’t forget to check our ever increasing knowledgebase for articles pertaining to stock counts.

Happy Counting!