> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Stock Check

> Schedule stock checks on the desktop and execute them on the handheld to keep inventory counts accurate.

A stock check is a scheduled physical count of a location, run on the handheld device to verify recorded stock. Schedule the check from the desktop, count on the HHD, then review the results from the Stock tab.

## Schedule a stock check

<Steps>
  <Step title="Open Locations">
    From the left-hand menu, expand **Settings** and click **Locations**.
  </Step>

  <Step title="Select the location">
    Tick the checkbox next to the location you want to audit. You can select multiple locations to schedule several checks at once.

    <Frame>
      <img src="https://mintcdn.com/clarussoftwareltd/IoDXnMWDsRrsTbC6/images/knowledgebase/stock-check-1.png?fit=max&auto=format&n=IoDXnMWDsRrsTbC6&q=85&s=d4be066805f8be853f4b1260408f00bd" alt="Locations grid with a single location selected and the Create Stock Checks button highlighted" width="3356" height="912" data-path="images/knowledgebase/stock-check-1.png" />
    </Frame>
  </Step>

  <Step title="Create the check">
    Click **Create Stock Checks**, set an **Expected Completion Date**, and click **Create**.

    <Accordion title="Show screenshot">
      <Frame>
        <img src="https://mintcdn.com/clarussoftwareltd/IoDXnMWDsRrsTbC6/images/knowledgebase/stock-check-2.png?fit=max&auto=format&n=IoDXnMWDsRrsTbC6&q=85&s=921b042489dba43d72eb0565729cab77" alt="Create Stock Checks dialog with an Expected Completion Date field and Create button" width="620" height="450" data-path="images/knowledgebase/stock-check-2.png" />
      </Frame>
    </Accordion>
  </Step>
</Steps>

<Info>
  A new stock check cannot be created for a location while another one is **Pending** for it. You can confirm the current status from the Stock Checks screen.
</Info>

## Run the count on the HHD

<Steps>
  <Step title="Open Stock Check on the handheld">
    From the HHD menu, open **Stock Check** and tap **Stock Check by Location**. HHD menus are configurable, so your labels may differ from these defaults.

    <Accordion title="Show screenshot">
      <Frame>
        <img src="https://mintcdn.com/clarussoftwareltd/IoDXnMWDsRrsTbC6/images/knowledgebase/stock-check-3.png?fit=max&auto=format&n=IoDXnMWDsRrsTbC6&q=85&s=2ec89333b2e3894f722d29355dad5482" alt="HHD Stock Check menu showing the Stock Check by Location option" width="3376" height="496" data-path="images/knowledgebase/stock-check-3.png" />
      </Frame>
    </Accordion>
  </Step>

  <Step title="Scan the location">
    Scan or enter the **Location Code** you want to count.

    <Accordion title="Show screenshot">
      <Frame>
        <img src="https://mintcdn.com/clarussoftwareltd/IoDXnMWDsRrsTbC6/images/knowledgebase/stock-check-4.png?fit=max&auto=format&n=IoDXnMWDsRrsTbC6&q=85&s=8617373767ac1bd5e5699f2dc86fe7d1" alt="HHD prompt to enter the location code, with PICKTEST entered" width="778" height="336" data-path="images/knowledgebase/stock-check-4.png" />
      </Frame>
    </Accordion>

    <Warning>
      If no stock check has been scheduled for the location you scan, the HHD returns **No Pending Stock Check found in Location**. Schedule the check from the desktop before counting.

      <Accordion title="Show screenshot">
        <Frame>
          <img src="https://mintcdn.com/clarussoftwareltd/IoDXnMWDsRrsTbC6/images/knowledgebase/stock-check-12.png?fit=max&auto=format&n=IoDXnMWDsRrsTbC6&q=85&s=017bcbf4e1f35b2834df09baaec8a208" alt="HHD error message reading No Pending Stock Check found in Location" width="1016" height="192" data-path="images/knowledgebase/stock-check-12.png" />
        </Frame>
      </Accordion>
    </Warning>
  </Step>

  <Step title="Enter the product">
    Enter the **Product Code** found at the location, then tap **Next**. The HHD confirms the matched product description before continuing.

    <Accordion title="Show screenshots">
      <Frame>
        <img src="https://mintcdn.com/clarussoftwareltd/IoDXnMWDsRrsTbC6/images/knowledgebase/stock-check-5.png?fit=max&auto=format&n=IoDXnMWDsRrsTbC6&q=85&s=54bc66fb2ba294fee43448dc049208be" alt="HHD Stock Check showing the product code prompt with Back, Next, and Stock Not Found buttons" width="3368" height="798" data-path="images/knowledgebase/stock-check-5.png" />
      </Frame>

      <Frame>
        <img src="https://mintcdn.com/clarussoftwareltd/IoDXnMWDsRrsTbC6/images/knowledgebase/stock-check-6.png?fit=max&auto=format&n=IoDXnMWDsRrsTbC6&q=85&s=78bfcc6021e5bbec9ddd97f49943f992" alt="HHD displaying the entered product code Pickface Test with the product description fff" width="688" height="164" data-path="images/knowledgebase/stock-check-6.png" />
      </Frame>
    </Accordion>
  </Step>

  <Step title="Confirm batch attributes (if applicable)">
    If the product is batch-tracked, enter the **Batch Code** when prompted, then confirm the **Sell By Date** or **Best Before Date** as prompted by the record.

    <Accordion title="Show screenshots">
      <Frame>
        <img src="https://mintcdn.com/clarussoftwareltd/IoDXnMWDsRrsTbC6/images/knowledgebase/stock-check-7.png?fit=max&auto=format&n=IoDXnMWDsRrsTbC6&q=85&s=6ea2f6069fd50b375e9e8297b62fd317" alt="HHD prompt to enter the batch code for the matched product" width="966" height="542" data-path="images/knowledgebase/stock-check-7.png" />
      </Frame>

      <Frame>
        <img src="https://mintcdn.com/clarussoftwareltd/IoDXnMWDsRrsTbC6/images/knowledgebase/stock-check-8.png?fit=max&auto=format&n=IoDXnMWDsRrsTbC6&q=85&s=167f573e11fdb056bd728c302cf667d2" alt="HHD showing the Sell By Date and Best Before Date for the batch" width="432" height="360" data-path="images/knowledgebase/stock-check-8.png" />
      </Frame>
    </Accordion>
  </Step>

  <Step title="Enter the physical count">
    Enter the **Physical Count** you have in the location and confirm.

    <Accordion title="Show screenshot">
      <Frame>
        <img src="https://mintcdn.com/clarussoftwareltd/IoDXnMWDsRrsTbC6/images/knowledgebase/stock-check-9.png?fit=max&auto=format&n=IoDXnMWDsRrsTbC6&q=85&s=20728612dedbaee61230266161d49a8f" alt="HHD prompt to enter the physical count, with the value 35 entered" width="758" height="188" data-path="images/knowledgebase/stock-check-9.png" />
      </Frame>
    </Accordion>
  </Step>
</Steps>

<Note>
  Batch, Sell By, and Best Before prompts only appear on the HHD when the account flags are set to use those attributes.
</Note>

## Handle mismatches and exits

If the physical count does not match the recorded value, the HHD shows a warning and offers a second attempt. Only two attempts are allowed before the check fails.

<Accordion title="Show screenshot">
  <Frame>
    <img src="https://mintcdn.com/clarussoftwareltd/IoDXnMWDsRrsTbC6/images/knowledgebase/stock-check-10.png?fit=max&auto=format&n=IoDXnMWDsRrsTbC6&q=85&s=90adae230823b84006f531f0be9d77a7" alt="HHD warning that the physical count didn't match the record, with a Count Again button" width="3362" height="438" data-path="images/knowledgebase/stock-check-10.png" />
  </Frame>
</Accordion>

| Scenario          | Action                                                                                                                |
| ----------------- | --------------------------------------------------------------------------------------------------------------------- |
| Count mismatch    | Tap **Count Again** to restart the count for that item. Only two attempts are allowed before the check fails.         |
| Empty location    | Tap **Stock Not Found** to complete the check for that location. Only use this when the location is genuinely empty.  |
| Leaving mid-check | Tap **Back** to choose between continuing the current check, finishing the location early, or switching to a new one. |

Once attempts have been recorded, the HHD lets you continue the location, finish it early, or move to another one.

<Accordion title="Show screenshot">
  <Frame>
    <img src="https://mintcdn.com/clarussoftwareltd/IoDXnMWDsRrsTbC6/images/knowledgebase/stock-check-11.png?fit=max&auto=format&n=IoDXnMWDsRrsTbC6&q=85&s=607db693df419d12c9cd9bcc0400cafe" alt="HHD confirmation that stock check attempts were recorded, with Continue Check Location, Finish Stock Check Location, and Check Another Location options" width="3364" height="970" data-path="images/knowledgebase/stock-check-11.png" />
  </Frame>
</Accordion>

## Review stock check history

From the left-hand menu, expand **Stock** and open **Stock Checks**. The grid shows the history of each attempt with its location, product, counts, attempt number, and status.

<Frame>
  <img src="https://mintcdn.com/clarussoftwareltd/IoDXnMWDsRrsTbC6/images/knowledgebase/stock-check-13.png?fit=max&auto=format&n=IoDXnMWDsRrsTbC6&q=85&s=3b39dfdbb6b8730ad75d88003ccb97b2" alt="Stock Checks data grid showing Location Code, Product Code, Batch, Sell By Date, Best Before Date, System Count, Physical Count, Attempt, and Stock Check Status columns" width="3358" height="1242" data-path="images/knowledgebase/stock-check-13.png" />
</Frame>

<Tip>
  Stock checks only appear in this grid once the count has been started on the HHD. Scheduling a check from the Locations screen is not enough to make it visible here.
</Tip>
