1. Integrated Stock Count: Create a Stocktake in Retailer, count the Stock in Roam and have the counts automatically import against that Stocktake in Retailer
   
2. Manual Stock Count: Create a Stock Count in Roam, count the Stock in Roam, import a stocktake file from Roam into Retailer to update quantities.
   

You must have Retailer 3.4 or newer to use Integrated Stocktake with Roam. See How do I update Retailer?

Access Stock Counts

1. From your Roam POS screen, click on the hamburger menu button ☰ in the top left corner.
   
2. In the menu sidebar, click Stock Counts
   
3. Use the Search box at the top of the Stock Counts screen to search for a Stocktake Name
   
4. The 'Pending' tab shows Stocktakes that are in progress and have not been processed. The 'Completed' tab shows Stocktakes marked as Complete.
   
5. The blue filter button at the top of the screen can be used to filter Stocktakes:
   
1. By Location (Multi-Store only)
   
6. Click the Start New button in the top right corner to create a new Manual Roam Stocktake.
   
7. Select a Stocktake from the list to start counting stock for that stocktake
   

Create new Stock Count

To perform a Manual Stock Count in Roam, See Roam Manual Stocktake

1. Full Stocktake - Count All Products. QOH will be updated for All Products
   
2. Spot Stocktake - Count selected Products. QOH will only be updated for Counted Products
   
3. Custom Stocktake - Create a list of stock based on specified criteria (suppliers, departments, categories etc.). QOH will be only be updated for listed products.
   

Stock Counts in Roam will only display the items counted in Roam. Products in a Custom Stocktake will not show in Roam until counted.

Create Stocktake in Retailer

1. In Retailer, from the Main Screen, click Stock Maintenance -> Stocktake -> Stocktake.
   
2. Click the New Stocktake button on the top-left.
   
3. Select New Full/Spot Stocktake.
   
4. Enter a description of the stocktake in Stocktake Name. ie 'JUNE2025 FULL'
   
5. Close the Stocktake screen
   
6. From the Main Screen, click Tasks -> Weblink Full Sync
   
7. 'Do you want to perform a full weblink sync now?' Click Yes then Ok.
   
8. The Stocktake should appear in Roam within 10 mins.
   

Count Stock in Roam

1. From the Roam Stock Counts screen, click the Stocktake you wish to count stock for.
   
2. In the Search box at the bottom of the Stocktake Count screen, scan a barcode or enter a product description. Press the Barcode button in the Search box to use the Camera to scan a barcode
   
3. If searching by description, select the product from the list
   
4. If the barcode is not found in Roam, press the 'Add Non Matched Product' button
   
1. If the item exists in Retailer, Roam will prefill the Description and Price from Retailer
   
2. If the item doesn't exist in Retailer, you will need to enter the Product Name and Barcode
   
3. Enter the Counted Quantity
   
4. Click 'Add Non Matched Product' or 'Add Product'
5. Enter the Counted Quantity and press enter or click Count
   
6. To change Scan Modes, in the top right corner, click Actions then click Scan Mode. Select the Scan Mode you wish to use:
   
1. Quick: Each scan of an item increases the count by one
   
2. Slow: After scanning or selecting a product, you need to enter a quantity and then press Enter or Count
   
7. After scanning or selecting a product, click the Product Name above search box to view the Count History.