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Staff wiki

Count & Loss — stocktakes and damage reports

Count a shelf you were assigned, and report something broken, expired or missing.

Count & Loss10 min readUpdated

Employee viewThe parts of this screen only an administrator can use have been left out.Show them anyway

Count and loss on an employee’s account: no tabs, straight into the loss-report flow with the item, location, quantity, reason and photo fields.
Where it is
  1. Home
  2. Count & Loss
Who can open it
EveryoneEveryone, but the two roles see different screens. An administrator gets the session list; an employee gets the session assigned to them, or the loss-report form.
Tabs
  • Count Sessions
  • Loss Reports
What it writes
  • A count session, and every counted quantity in it
  • Stock adjustments at the counted location, when the session is finalised
  • An expense for the value of the shortage
  • A loss report, and — when approved — the stock deduction it describes

What an employee sees

Not this screen. If a count session is assigned to them and still running, opening Count & Loss puts them straight into the count. Otherwise they get the loss-report flow. The tabs are not drawn at all.

That is the design: a person on the floor with a phone should not have to find anything.

Running a stocktake

  1. Count

    Each row asks two questions rather than one: Physically present? and How many are on the shelf? — with − Enter qty… +.

    The row states what the app believes — System says, Book says — and what it expects, and it labels the result as you type: Matches system, Surplus, Shortage.

    Filters narrow a long count: Not counted Differences Has packed orders.

    Save Progress at any point — a count survives a closed app, a dead battery and a shift change. Set aside lists every open order holding stock at this location, live, so a counter can see exactly what is packed and why.

Loss and damage reports

A loss report is for stock that is gone for a reason you can name — broken, expired, stolen, spilled. Anyone can file one; only an administrator can approve one, and nothing leaves stock until they do.

  1. File the report

    1. Count & Loss
    2. Loss Reports
    3. New Report
    Field
    What was lost? Raw Material or Final Product
    Search… The item. It shows the total system stock, and the balance at the location once you pick one
    Location Where it was lost. Choose a location to see its balance
    Quantity lost
    Loss Type The reason
    Description What happened?
    Photo (optional) Evidence, taken from the phone’s camera

    Submit for review → Loss report submitted for review.

An employee sees only their own reviewed reports here: You have no reviewed reports yet.

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