Stocktake Areas

Stocktake areas provide a way to separate your stock takes into logical sections and count these sections separately from your main stocktake sheet.

To create a stocktake area, start off by creating a stocktake template, then on the Edit Stocktake Template page, check 'Stocktake Area'.

Once you have created your stocktake area, this can then be added to your stocktake and used for counting. On the stocktake count sheet, click 'Add Areas' to see the areas overview page. This will show all area that have been added to this stocktake.

Stocktake areas aren't added to a stocktake by default. To add an area to a stocktake, click 'Add Stocktake Area' and select the area to add.

Note: If an area doesn't appear on the dropdown, that means the area and the stocktake don't have any stock items in common.

Once you have added the area to the stocktake, click the area name to go to the area count sheet.

From here, you add your item counts for the area in the same way as the main count sheet.

Once you have entered you counts, click 'Finish' to return to the areas overview page. Then click 'Back To Stocktake' to return to the full stocktake count sheet.

On the stocktake count sheet, you will now see a 'Qty From Areas' column with the counts you have entered on your area count sheet.