Klu Docs

Reconcile a room

Physical count a room — scan or enter found quantities and close out discrepancies.

Overview

Reconciliation is the periodic physical count. Pick an open reconciliation or open a new one for a specific room, then scan or tap products to enter the Found Stock — Klu tracks every discrepancy between expected and found. Close the reconciliation when everything is accounted for, and stock adjusts to match the counted values.

When to use it

  • End-of-day or end-of-shift count
  • End-of-month stocktake
  • Investigating suspected inventory loss
  • Preparing for an internal or external audit

How to use it

Video tutorial coming soon
  1. Open Stock from the drawer menu and tap Reconcile Stock in the header.
  2. Either select an open reconciliation from the list or tap Open New and pick a room.
  3. Tap Start to Reconcile — the reconciliation screen opens for that room.
  4. Scan a product QR label OR tap a product row to open the update modal.
  5. Enter the Found Stock — Klu shows Stock, Found Stock, and Discrepancy side by side.
  6. Repeat for every product in the room.
  7. Tap Close Reconciliation — Klu warns if any products are still pending, then shows a final summary of discrepancies to confirm.

Tips & gotchas

  • Closing a reconciliation updates stock levels to the counted values — the previous expected counts become irrelevant after close.
  • You can pause and resume a reconciliation — it stays open across sessions until you close it, and the iPad remembers your spot via the reconcileId persistent state.
  • Only one reconciliation can be open per room — if a room is already in use, pick the existing one instead of opening a second.
  • Don't run waste or move adjustments in a room with an open reconciliation — the counts will drift and the final discrepancy numbers won't mean anything.
  • A closed reconciliation can't be reopened from the iPad — go to the Dashboard reconciliations tab to reopen it.

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