1. Click “Settings” on the left side of the page
2. Click “General settings”
3. Use Ctrl + F on Windows or Command + F on Mac to search for “Live Recounts”
Alternatively, you may manually scroll down.
Click “Enabled”
4. Click “Recounts” on the left side of the page
5. Click “New Recount”
6. Fill out the “Name” field by entering the title. Ex: Inventory recount 12/1/2025.
Click the “Location” dropdown and assign the correct location.
(Optional): You may limit inventory count to specific categories. Or leave it empty to include all categories.
7. Don’t forget to hit “Save” after choosing your location.
8. Click the edit pencil icon next to the newly created inventory count
9. Click on the “Type to search” field and enter the product name.
You can manually type in the product name. Or you may use a barcode scanner if the barcodes have been assigned to your inventory items.
10. Click on the desired product. To add more items, click the dropdown arrow.
11. Click “Count Item(s)”
12. In the “Count” field, enter the quantity of the product currently on your location specific sales floor or in your warehouse.
13. Click here
14. Now you’ll see a timestamp for the inventory count.
15. Now, click on the “Totals” tab to view the expected inventory, the actual counted amount, the variance, and the timestamp.
16. (Optional): The “Missed” tab shows any inventory items that were not counted. Go back and update this section later if necessary
17. Click the “Reconcile” tab. This is your last chance to update inventory quantities and add notes clarifying any discrepancies.
18. After all inventory counts are finished and everything looks correct, click “Finish/Save Reconcile”
19. You’ll now see a message stating “This recount was finished. You may review the data on the Shrinkage page.”
Next, click on the “Shrinkage” tab.
20. The “Shrinkage” tab provides a detailed summary of your inventory count, including:
- Total Quantity Added — The number of new units added to inventory during the count.
- Total Quantity Removed — The number of units removed from inventory during the count.
- Total Quantity Changed By — The net difference between the original inventory and the counted inventory (added and removed combined).
- Total Wholesale Value — The total cost value of the counted products.
- Total Retail Value — The total selling price value of the counted products.
- Total Wholesale Change — The overall change in inventory value based on wholesale cost (cost to the business).
- Total Retail Change — The overall change in inventory value based on retail price (selling price to customers).
- Product List — A breakdown of each product included in the inventory count.
You can also download this report in multiple formats:
- CSV
- Excel
