Colour Stock Take

15-20 minutes

Tutorial 20.5: Colour Stock Take

Introduction

A colour stock take is a physical count of gram balances across your colour catalogue. In Luminate, the stock take happens on the Products > Colour tab: every row has an inline gram field you can edit, and every change writes a row to an append-only audit trail behind the scenes so nothing is ever lost.

There isn't a separate "stock take page" — the Colour tab is the stock take page. Whether you're doing a full quarterly count or a one-off "I just opened a new tube" adjustment, it's the same control.

Who this is for: Manager, Admin, Owner (Staff and Receptionist cannot adjust colour stock) What you'll learn:

Use the Colour tab for a full physical count
Inline-edit stock for quick touch-ups
Understand how the audit trail records your adjustments
Reconcile discrepancies (waste, theft, receiving errors)

Time to complete: 15-20 minutes (plus your physical count time)

Prerequisites

Salon colour formula mode set to Formulas or Full (Tutorial 20.2)
Colour products already in your catalogue (Tutorial 20.4)
Scales set up and accurate (a kitchen scale accurate to 1 g is ideal for part-used tubes)
About an hour set aside for a full count

Step-by-Step Instructions

Step 1: Open the Colour tab

Go to Products in the left navigation
Click the Colour tab at the top of the page (the tab only appears when colour mode is Formulas or Full)
You'll see every gram-tracked colour product with its current Stock (g) value

Step 2: Narrow down the list (optional)

Search by product name or brand using the search box
Filter by brand using the brand dropdown — recommended for a full count so you can work through one brand at a time
Sort by Product, Brand, Tube Size, Cost/g, or Stock (g) using the column headers

Counting by brand (rather than alphabetically across brands) means you pick up and put down the same shelf fewer times.

Step 3: Work through the count

Weigh each container (subtract the known empty weight if your scale doesn't tare)
Click the Stock (g) cell for that row — the input gets focus
Type the actual gram value
Press Enter (or click/tab away) to save, or press Esc to cancel and revert
A Saved green checkmark appears next to the cell for a couple of seconds to confirm

Each cell saves independently. There's no "save the whole stock take" button — every row is committed the moment you press Enter or move focus away.

Step 4: Adding a new product mid-count

If you pick up a tube that isn't in the system:

Click Add Colour Product (or use the "+" action if the list is empty)
Fill in the name, brand, tube weight, cost price, and the weight you just measured as the initial stock
Save — the system records an opening balance adjustment for the initial stock

See Tutorial 20.4 for the full product setup workflow.

Step 5: Reconcile discrepancies

When your count disagrees with the system balance, the direction tells you what probably happened:

Physical count < system balance — something left the shelf unrecorded. Enter the physical count; the system records an adjustment. Root cause is usually waste not recorded, an opening balance set too high, or usage logged under the wrong product.
Physical count > system balance — the system thinks you used more than you did. Common cause: formulas finalised with inflated actuals. Enter the correct count and move on.

For repeat discrepancies on the same product, consider:

Is the scale accurate?
Is the container's empty (tare) weight recorded correctly in the tube weight field?
Are stylists finalising formulas with target weights instead of actual weights?

How the audit trail works

Every adjustment — whether from a stock take, a formula finalising, or a new product's opening balance — writes a row to the internal product stock movements log. Each row records:

Reason — one of: opening balance, delivery, usage (formula finalise), adjustment (stock take), waste, sale
Quantity (grams) — positive for added, negative for removed
Balance after — the running total immediately after the movement
Source — the formula item or stock-take action that triggered it
Staff member and timestamp

The log is append-only — corrections are new rows, never edits on old rows. This is deliberate: it's your audit trail. If you enter a wrong value, you don't "edit" it; you enter the correct value and a new adjustment row is written alongside the old one.

Note: The log itself isn't currently exposed in the app interface. It's captured in the background for auditing and is the foundation for forthcoming waste and profitability reports. For day-to-day use you only ever see the current gram balance on the Colour tab.

Common Pitfalls

"My Colour tab is empty"

Either your salon is in Notes mode (Tutorial 20.2 to change) or you haven't added any gram-tracked colour products yet (Tutorial 20.4).

"The Colour tab isn't showing at all"

Colour mode is set to Notes. An Owner needs to switch it to Formulas or Full at Salon Settings > Colour (Tutorial 20.2).

"I entered a wrong value — how do I correct it?"

Click the cell again and enter the right value. The system writes a new adjustment row; the previous row stays in the audit trail for transparency. There's no "edit this row" by design.

"Stock on hand went below zero"

It can't. Luminate clamps gram balances to zero when a formula finalises with more actuals than there is stock. The formula still finalises and usage is still logged, but the balance won't go negative. If you see a product sitting at 0 g when you know the shelf isn't empty, the audit trail will eventually show oversized usage entries — raise the count and investigate whether actual weights are being entered correctly at the bowl.

"Which staff member did this count?"

Whoever is logged in at the time. For formal stock takes, consider rotating counts between Manager and Admin so there's always a second pair of eyes on the numbers.

"I can't see the Colour tab as a Receptionist / Stylist"

Only Manager, Admin, and Owner can adjust colour stock. If you need a stylist to flag a low tube, have them mention it at the desk rather than adjusting it themselves.

Tips and Best Practices

Filter by brand — chunking the count into brand-sized batches is easier to keep track of than going alphabetically.
Weigh part-used tubes on a digital kitchen scale — accuracy to 1 g is plenty.
Schedule a quarterly full count — pairs neatly with quarterly financial reviews.
Don't count during a colour day — formulas finalising during the count will shift balances under you. A closed-Monday or Friday evening is ideal.
Reconcile big discrepancies before moving on — if a product is 200 g off, dig into it before finishing the count; patterns are easier to spot fresh.
Cross-check costs at stock take time — the Cost/g column is derived from cost price ÷ tube weight. If a supplier's price has changed, update it via Edit on the row so overage billing stays accurate.

Frequently Asked Questions

How often should I do a stock take?

At minimum quarterly. Many salons do a light monthly count on high-value products (bleach, expensive toners) and a full count every three months.

Can two people count at the same time?

Yes — each row saves independently, and the Colour tab is safe for multiple concurrent editors. Agree in advance who counts which brands so you don't write over each other on the same product.

Does a stock take slow down appointments?

No — the Colour tab is independent of the appointment workflow. Stylists can continue finalising formulas during the count, but any finalisation during the count will shift that product's balance under you, so it's worth scheduling a full count for a quieter time.

Can I export the count for offline reconciliation?

Not currently. The Colour tab is designed for in-salon entry. If you need a paper sheet, take a screenshot of the sorted table before you start counting.

Is the stock movement log ever going to be visible in the app?

The audit trail is captured for every gram-level change and is the foundation for the waste and profitability reports planned for a future release. For now it runs in the background.

Can Staff or Receptionists at least view colour stock without editing?

Not from the Colour tab — it's restricted to Manager, Admin, and Owner. Stylists see colour products inside the formula workflow only.

Last Updated: April 2026