Inventory Count Overview
An inventory count session is a structured stocktake. It freezes a snapshot of what the system thinks you have, lets you scan or check off everything you actually have, and then reports the difference (variance).
The flow
- Start a session from the Inventory Count list page. Pick a store and the item types to include.
- JewelTrak captures a snapshot — every active item at that moment. Items added or sold during the count won’t shift the targets under your feet.
- Mark items as found — by scanning, by clicking the checkbox, or by entering the StockID.
- When done, Finalize the session. Anything not marked is flagged as missing; anything scanned that wasn’t expected is unexpected.
- The variance report shows the impact in cost and retail value.
Why sessions are time-boxed
Because the snapshot is frozen at session start, leaving a session open for weeks defeats the purpose — newly received items won’t appear, and sold items will look missing. Plan to finish a session within a day or two.
Cycle counts vs. full counts
A full count covers everything. A cycle count is a smaller, scheduled scan of one section, vendor, or location at a time. See the Cycle Counts article for scheduling.