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. 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.

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