Reconciliations tab
Physical stock count audits — reconcile counted quantities against system stock.
Open in dashboardInventory → Reconciliations
Overview
Reconciliations is where you run a stock take — count the physical inventory in a room, enter the counts, and let Klu surface the discrepancies. Approving the reconciliation adjusts system stock to the counted values.
When to use it
- Scheduled monthly / quarterly stock counts
- Audit after staff changes, theft incidents, or mystery shrinkage
- Reconciling before a closing / snapshot date
How to use it
Video tutorial coming soon
- Open Inventory -> Reconciliations.
- Click Start Reconciliation.
- Pick the room to count.
- Add count items: for each product in the room, enter the counted quantity.
- Save as DRAFT — you can come back and keep counting.
- When every item is counted, click Complete — status moves to COMPLETED and discrepancies are displayed.
- Review the differences (counted vs. system). If they're correct, click Approve — system stock is adjusted to the counted values and log entries are created.
Tips & gotchas
- Reconciliations are scoped to one room at a time — large branches usually run one per room.
- Once APPROVED, stock adjustments are final. The audit trail keeps the before/after values.
- MANAGER+ can create and approve. STAFF can view.
- Lifecycle: DRAFT -> COMPLETED -> APPROVED.