Creating a Stocktake -
This Page will show how to create and perform a stocktake. First thing you need to do is click on 'Stock' module, which is located on the top menu bar of your screen.This will bring you to the 'Stock overview' page, you will then need to click on 'Stocktake' which you will find in the lefthand side menu bar. By taking these steps you would have reached Stage 1 of your stocktake process.
Stage 1 - Locating Stocktake module
To Create a new stocktake either click the 'New Stocktake' link under Pending Stocktakes or click 'Create New Stocktake' located on the lefthand side bar menu.
Stage 2 - Creating a New Stocktake
You will then have the option to choose what kind of stocktake you are wanting to perform just like in the picture shown below.
If you want more control over the items you are stocktaking, you can create a custom Stocktake Template
Stage 3 - Opening a created stocktake
Once you have selected what type of stocktake you are wanting to perform a link will appear next to the date and time, this will now be the 'Outstanding Stocktakes' section like in the picture below. By clicking the link it will open up a list with all items you have created in Loaded Stock.
Stage 4 - Inputting Data for Stocktake
Once you have completed your count you may start entering in your data under the 'Quantity' section, which is also highlight in blue. You may click on each item to enter your figure or use the up/down cursor on your keyboard to control this. Use the Picture below for a reference if you like.
Stage 5 - Finishing a Stocktake
Once you have finished inputting all your data, you will come across 4 different buttons down the bottom. You may save it and comeback to it at a later time but in this case to complete a stocktake we will be hitting 'Complete Stocktake' blue button.
Stage 6 - Reviewing a stocktake
After you have hit the 'Complete Stocktake' an option box will come up with two options these options will be -
Finish - Finish your stocktake completely and are now ready for the report.
Finish and Review - This option will generate a report of what you think you have miss counted or have a link issue. The great thing about this is that it will highlight the ones in red for your convenience. After you are happy with it go ahead and hit 'Complete Stocktake', you will now be ready for the report.