Stocktake templates.

Stock templates are used when you want to stocktake a group of items that is different from the "All Beverage", "All Food" or "All Other Stock" system templates provided by Loaded Reports.

Create a Stocktake template

Click on Stocktake Template under the stocktake section, and click New Stocktake Template on the right hand side of the screen.

Next, choose what to base your new stock take template off. You can choose to start with All of a particular group of items (Food, Beverage, Other), copy one of your existing template or start with a blank template.

For example if you were wanting to stocktake only a couple of items, then you would be best to start with a blank template. If you were wanting to simply remove a number of very low value items from your food stocktake, you should click on "All Food".

Once you have selected the starting template you want to use, it will appear at the bottom of your list of stocktake templates.

Editing a stocktake template

Click on a template title to begin editing your stocktake template.

To change the name of your stocktake template with the Title input box at the top of the page.

To add a new Item Group to the template, click the +Add New Header link at the bottom of the page and enter a name for your new item group in the input box that appears.

To then add items under the Item Group, click the +Add New Item link below the Groups heading. Then use the search box provided to find the item you want to add.

Use the arrow buttons beside each item and item heading to re-arrange the order of the lines on your template and use the cross button to remove an item or item group from the stocktake template. 

When you are happy with the changes to the stocktake template, click Save Template. Now your ready to start using your new stocktake template for stocktakes.