Inventory Count

Inventory Count

Inventory is a physical recount of everything on your warehouse shelves, followed by updating IZI to match reality. Once you confirm, IZI automatically reconciles each item — increasing or decreasing its balance to the actual quantity you entered. The operation is recorded in History so you have a full audit trail.

Run inventory whenever stock discrepancies appear, after a busy event period, or on a fixed monthly schedule. Regular counts prevent small errors from compounding into large write-off surprises.

Step 1. Open Warehouse → Inventory tab

Go to the Warehouse section in IZI CRM and click the Inventory tab. You will see a list of all products currently tracked in your warehouse.

Step 2. Count items and enter quantities

Physically count each product and type the actual quantity into the field next to that item. Work through the list methodically — count shelf by shelf or category by category to avoid skipping items. Every field is required — IZI will block confirmation until all lines are filled in.

If a product has zero units remaining, enter 0 rather than leaving the field blank. A blank field is treated as incomplete, not as zero stock.

Step 3. Add a reason

Fill in the Reason / Comment (required) field. A brief note such as “Monthly inventory”, “Post-event check”, or “Weekly audit” is enough. This text appears in History alongside the result and helps you understand context when reviewing past counts later.

Step 4. Confirm the inventory

Click Confirm inventory count. IZI updates all balances immediately and writes the operation to History. The timestamp and reason are saved alongside the result, giving you a searchable log of every reconciliation.

Outcome: your recorded stock now matches what is physically on the shelf.

Sorting and navigating the list

The inventory page supports server-side sorting and pagination — important for clubs with large product catalogues.

Sorting columns

The Product and In system column headers have sort arrows. Clicking a header cycles through ascending → descending → unsorted. Sorting runs on the server, so the entire list is re-ranked, not just the visible page.

Typical uses:

• Sort In system ascending to surface zero or near-zero items first.
• Sort Product to work through the list alphabetically alongside a printed count sheet.

Pagination

Up to 500 items are shown per page. If your catalogue is larger, a navigator appears at the bottom showing a range such as “1–500 of N” with buttons to move between pages. The counter reflects the total number of items matching any active search or category filters.

Export stock snapshot

Where to find it: the Export stock snapshot button in the top-right corner of the Inventory page.

What it is for: download the current warehouse state to a file for supplier reconciliation, handoff to an accountant, or analysis in a spreadsheet. The export captures a snapshot at the moment you click — filtered by any active category or search filters.

How to use it:

1. Optionally apply category or search filters — only the filtered items will be included in the export.
2. Click Export stock snapshot — a format selector appears (CSV or XLSX).
3. Choose a format and wait for the file to download.

The file contains the following columns:

Column	Contents
Product	Item name
Category	Product category
Unit	Unit of measure
Stock	Current recorded quantity (decimal for weight-based items)
Stock value	Total value of the remaining stock at cost price
Stock without price	Quantity of units that have never had a receipt with a price

A Total row at the end of the file sums the stock value across all exported items. The header row contains a timestamp of the snapshot in the club’s time zone.

See also: COGS and bar margin report in IZI — cost analysis using inventory data.

Common situations

Situation	What to do
Large discrepancy found	Recount the item and cross-check the goods receipt and write-off log before confirming
Mistake after confirming	Start a new inventory session with the corrected quantities — past sessions cannot be edited
Item missing from the list	The product may not be added to your warehouse yet — check the warehouse catalogue and add it before running the count

See also

• How to run a warehouse inventory in IZI
• Goods receipt and write-off
• Warehouse overview
• Bar and warehouse — sales and write-off tracking
• How to receive goods into the warehouse in IZI