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Select the specific date and week for this stocktake. This will default to the current week but can be altered.
Select the + Add Detailed Stocktake button, you may be prompted to book off any outstanding orders. You can proceed with the stocktake without booking off any outstanding orders, however do recommend doing so to receive the most accurate data.
Select the day for the which the stocktake is being recorded. This can be any day in the Week selected in step 1.
Select the department if required. Alternatively, you can select just the stock location for which the stocktake is for.
The items that initially are loaded via the stock location, will be those with a tick in the P column. P stands for previous and shows that the item has been successfully recorded in a previous stocktake.
To view all items in the stock location, select the ‘Toggle Items' button.
When ready, enter the appropriate values in the cases, packs or individual columns.
You can enter more than value in each column. For example, 4 cases and 2 individual items.
As you enter the values, the stock value column will auto-update to accurately reflect the stock value.
When complete, scroll to the bottom of the page and select the ‘Submit'
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