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  1. Select Department, the Stock Location and the date within the chosen week
  2. Click Continue
  3. Enter the required quantities in the Case, Pack/Sleeve and Ind (individual items) columns. You can enter a quantity in each column, eg 1 case, 2 sleeves and 5 individual items.
  4. See the total value of that line automatically calculate in the Stock Value column
  5. The line you are working on will highlight to help you see all relevant data for that item
  6. The total value of the stocktake will update at the bottom of the page
  7. Once complete, click Update Stocktake
  8. To edit the stocktake once created, click on the date in red, make the amendments and click Update Stocktake to save the changes.
  9. Please note, if you create 2 stocktakes in a week for the same stock location, the value of both will be included in the stock figures on the main Stocktakes page but only the second will be counted as the closing stock figure. To avoid this, you should amend the first stocktake rather than create a second.

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