To access Stock Takes click through to:

Stock & Inventory >> Stock Takes

To create a new Stock Take click the “+” icon bottom right

Add a Description / Title

Click forward arrow

Select a location

Add ITEMS to your Stock Take using the “ADD/REMOVE ITEMS” icon

Search for and Add ITEMS to your Stock Take

Tick the ITEMS you wish to add

The drop down can be used to select all ITEMS on the page.

You can start adding in “Quantity Counted” or start scanning in ITEMS at this point

Click the forward arrow to create and save your Stock Take

To continue a saved Stock Take, select the Stock Take from the list of Stock Takes

Either type in the numbers or start scanning ITEMS

To Save a Stock Take (and continue later) click the “Disc” icon bottom right

When you click the “tick” icon to complete a Stock Take, you will see this pop up appear

This pop up gives the user an option to save the numbers entered and compare them against expected inventory values

Any Variances in numbers entered to numbers expected will be captured in:

Stock & Inventory > Variances

OR

Force an inventory UPDATE to the numbers entered.

If you select “YES”, this will change your inventory to the numbers you have entered in the stock take.

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