Who: split the store into sections and divide the crew; a manager owns completion.
When: the last day of the month, after close. Same day every time.
Before count day (one-time setup)
Build count sheets under Inventory → Stock & Inventory → Counting — one per area (walk-in, dry storage, bar, freezer) or one master monthly sheet. Order items to match the physical walk path, and make sure each item’s count sizes match how you actually count it (case / inner pack / each). You can bulk-upload a sheet from a file, the same item can appear in different sections at different units, and Print Count Sheet opens a printable PDF for clipboard counts.
Run the count
- Open your count sheet, press New Count Session — or continue a draft.
- Set the Inventory Date — the count represents your starting stock on that date (as of your location’s closeout time, 4:00 AM by default), so use your period-end date even if you finish after midnight.
3. Start counting and walk the shelves — count from the Garde app: phones in the walk-in beat clipboards, and it keeps working with no signal:
- The built-in calculator handles partial cases.
- Switch units anytime (case, bottle, each). Switching doesn’t reset — quantities in different units add up for the same item.
- Counting works offline; it syncs when you’re back on WiFi.
- Saves are section-scoped, so two people can count different sections of the same session at once.
- Use search and filters to jump around — and to check what hasn’t been counted before finishing.
- Save Draft to pause anytime; Save & Complete when the walk is done. Only completed sessions feed variance and accounting. A completed session can still be edited if you find an error, and any session exports to Excel.
Count-day rules: count everything on the sheet (a skipped item reads as zero and poisons variance). Don’t receive deliveries mid-count. One person per section — double-counting is worse than no count.
