Hire Stocktake
Hire stocktakes compare the hire items physically present at a location with the quantities HirePOS expects to be there.
Hire stocktakes differ from sales stocktakes because some equipment may be booked, on hire, in maintenance or otherwise away from the branch when the count is completed.
Start a hire stocktake
Go to Setup > Item Related > Hire Stocktake.
Select the branch where applicable.
Select New Stocktake.
Enter the physically counted quantity in the Stocktake Qty column.
Review the Variance column for differences between the counted and expected quantities.
You can select Preview Hire Stocktake at any time to review or print the stocktake report.
Unlike a sales stocktake, a hire stocktake does not automatically commit or change the item’s Quantity For Hire.
Count items using barcodes
Select Scan Barcodes to count items with a barcode scanner. Each successful scan increases the stocktake count by one.
Scanning helps enter the physical count but does not automatically change the item quantity or branch allocation.
Review and correct variances
Select Preview Hire Stocktake.
Review or print the report.
Investigate items with unexpected variances.
Use Stock Adjustments from Setup > Items when stock genuinely needs to be added or removed.
Stock Adjustments provide an audit history. Avoid directly changing Quantity For Hire merely to force the stocktake to balance.
Important limitation when using branches
The Hire Stocktake screen shows hire stock already allocated to the selected branch.
It does not show bulk hire quantities that have not been assigned to any branch. Therefore, a branch stocktake can appear complete even when part of an item’s total Quantity For Hire remains unallocated.
When enabling branches or completing a large branch migration, ask HirePOS Support to reconcile each bulk item’s total Quantity For Hire against its allocated branch quantities.
For first-time branch allocation, see Enabling and Setting Up Branches in HirePOS.