Master Your Inventory: The New Clarus Stock Check Feature
We’ve launched a new Stock Check functionality in Clarus, giving you real-time visibility into your inventory levels across any location. This tool is designed to sharpen your warehouse accuracy and provide deeper insights into your stock flow.
Phase 1: Initiation (Desktop)
Before heading to the warehouse floor, you must schedule the check within the Clarus interface:
Navigate to System > Locations.
Find the specific location you wish to audit.
Select the checkbox for that line and click "Create Stock Checks."
Assign an Expected Completion Date to finalize the request.
Phase 2: Execution (Scanner/HHD)
Once created, grab your Handheld Device (HHD) and follow these steps:
Access the Module: Open the "Stock Check" app on your scanner.
Identify Location: Scan or enter the Location Code.
Note: If a stock check hasn't been scheduled for that location yet, the system will return an error message.
Identify Product: Enter the Product Code.
Validate Details: * If the item is batch-tracked, you will be prompted for the Batch Code.
Enter the Sell By or Best Before Date as prompted by the record.
The Count: Enter the Physical Count found on the shelf.
Important to note: Batch, SBD and BBD will only appear on the HHD is the account flags are set to use those attributes.
Handling Discrepancies & Scenarios
| Scenario | System Action / User Requirement |
|---|---|
| Count Mismatch: | A warning will appear. Click "Count Again" to restart the process for that item and ensure accuracy. A user will only get 2 attempts to successfully complete the stock check. |
| Zero Stock Found: | Click "Stock Not Found" to automatically complete the check for that location. This should only be used if the location is empty. |
| Exiting Mid-Check: | Click "Back" to choose between continuing the current check, finishing the location early, or switching to a new one. |
Phase 3: Reporting & Monitoring
To track progress or review history, head to the "Stock" tab and select the new Stock Checks section.
What you’ll see: A record of passed or failed checks.
Pro Tip: Stock checks will only appear in this tab once the process has actually been started on the HHD. Simply scheduling them under the System tab will not make them visible here.
Important to note: The frontend will prevent a user from creating a new stock check if there is already one in "Pending" (This can be checked from the stock check screen).
Related Articles
Introducing the New Look for Clarus: A Comprehensive Guide
Clarus WMS Interface Redesign This guide explains the major changes and improvements in the redesigned Clarus WMS interface. It covers how to switch to the new UI, enhanced navigation, new features, data grid improvements, and UI design changes to ...How do I make a negative or positive stock adjustment in Clarus WMS?
Adjusting Stock Levels This guide explains how to adjust stock levels in Clarus WMS. You can make positive or negative adjustments to correct discrepancies or reflect new stock movements, helping you maintain accurate inventory records. Step-by-Step ...How do I Send a Webhook When Stock is Negatively Adjusted in Clarus WMS?
Automating Webhooks for Negative Stock Adjustments You can set up automations in Clarus WMS to trigger a webhook when stock is negatively adjusted. This means that when stock levels decrease unexpectedly, an external system can be automatically ...How do I Send a Webhook When Stock is Positively Adjusted in Clarus WMS?
Automating Webhooks with Stock Adjustments This guide explains how to set up automations in Clarus WMS that trigger a webhook when stock is positively adjusted. This allows you to send real-time stock data to external systems for further processing. ...How do I transfer stock or pallets in Clarus WMS?
Easily Transfer Stock and Pallets Clarus WMS simplifies moving stock or pallets between warehouses or locations. This guide explains how to perform both internal stock moves and transfers between different warehouses. Step-by-Step Guide 1. Access the ...