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Introduction

This guide explains the process of counting how much stock you have. This guide explains the 2 ways you can take a Simple Stocktake, this allows a single value to be added as a value of stock.

Assumptions

That the stock locations have been setup

...

There is some activity that may change stock values

Where to find this

 Click Stocktaking > Stocktakes > then either simple stocktake or detailed stocktake.

Step-by-step guide

When doing a simple stocktake, from the dropdown menu select the

 Step 1: Department

Step 2. Category Purchasing Categories allocated to the outlet

 Step 3. Stocktake Date: Choose from days in current week

 Step 4: Last Closing Stock Value : The last recorded amount

 Step 5: Closing Value: Enter the value you have on hand

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Other Tools

Stocktaking- Detailed Stocktake

 

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