Plant & Equipment - Stock Take

Count the shelf once, and the levels follow.

A stock count that just confirms a number on a page doesn't tell you much. FlexManager's Stock Take module guides a physical count of stock in a store, compares it against recorded levels, and updates the system with the counted figures the moment the count is done.

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The challenge

Stock Take lets you schedule recurring stock takes automatically, so counts happen on a regular rhythm rather than only when someone remembers to organise one. it allows you to count stock group by group in a guided flow, and a summary of any stock take can be printed once it’s done, giving you a clear, shareable record of what was actually counted.

Clipboard counts

Three people count the same shelf and come back with three different totals.

Re-keyed by hand

Every figure is typed into the spreadsheet afterwards, and a mistyped line goes unnoticed.

A gap with no price

The difference between the count and the books is a number, not a cost anyone can see.

The solution
Count every product the store holds, group by group,see what each difference costs,and finishing the take sets the live levels.
How it works

From count to live level

One take walks the store group by group, then writes the counted figures back to the stock levels.

01

Create

Pick the store and stock groups, or let a schedule create the take ahead of time.

02

Count

Enter a count, a comment and a counted tick for each product, group by group.

03

Check

Open the take to see each line's difference and cost before you finish.

04

Finish

Finish, with an optional signature, and every counted figure becomes the store's live stock level.

The gamechangers

Key features & benefits

Count and Reconcile in One Flow

Count physical stock and reconcile it against records, so a stock take actually tells you where the numbers agree and where they don't, rather than just confirming a total.

See the Real Cost of a Discrepancy

See the variance between counted and recorded levels, along with the cost impact of every discrepancy, so a shortfall isn't just a number, it's a figure you can act on.

Update Live Levels Instantly

Update live stock levels from your count in one step, so the system reflects reality straight away instead of running on outdated figures until someone corrects them manually.

See Stock Take in action.

Bring a real case to the demo. We will build it live.

See it in action
Who it's for

From Signed-Off Count to Full History

Stores, site and finance teams work from the same count, from the shelf to the cost of the gap.

Stores Manager

Counts the store group by group, sees each line's difference and cost, and finishes with the levels set to the count.

Store Supervisor

As the store's person responsible, is told when a take is finished, and sees completed takes on the project profile.

Finance Controller

Sees the cost of every difference, totalled on the take, and can search and export takes across projects.

Operations Director

Has a printable record of each count, signed on screen if you choose: who entered it, the difference and its cost.

Getting started

Onboarding built around your needs. We're ready when you are.

We work to your pace and your team's availability. Your dedicated onboarding specialist takes care of the setup, so getting started stays simple.

Step 1

Configuration

We configure FlexManager around your procedures.

Step 2

Training

Short, role-based sessions for admins and field teams. Most users are confident after their first use.

Step 3

Go Live!

Start with one site or roll out everywhere at once. Your account manager stays with you after launch.

Dedicated Onboarding Specialist Unlimited Users No Hidden Costs

Get started with Stock Take

Frequently Asked Questions

What happens to stock levels once a count is finished?

Live stock levels update from your count in one step, so the system reflects what was actually counted straight away rather than needing a separate correction to bring the records back in line.

How do you know if a discrepancy actually matters?

Every discrepancy shows its cost impact alongside the variance between counted and recorded levels, so you can judge a shortfall by what it’s actually worth, not just by how big the number looks on its own.

Can stock takes happen automatically on a schedule?

Yes. Stock takes can be scheduled to recur automatically, so counts happen on a regular rhythm rather than depending on someone remembering to organise the next one.

Why choose FlexManager for stock take?

FlexManager has been building workforce and plant management software since 2011, with a team that includes people who’ve actually worked in operations, not just engineers. FlexManager is certified to ISO 9001, ISO 14001, ISO 27001 and ISO 45001 certification, and it’s that industry-backed accreditation that means we have the know-how we need.