...
That the stock locations have been setup
Stock sheets are setup
There is some activity that may change stock values
set up.
Where to find this
Click Stocktaking > Stocktakes > then Simple Stocktake
Step-by-step guide
When doing a simple stocktake, from the dropdown menu select the
Step 1: Department
Step 2. Category Purchasing Step 1: Enter the following from drop down menu.
Department : This refers to the Purchasing Department
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
Step 2. Click ADD STOCKTAKE
You will view the Stocktake in the summary page, all the amounts before the week is closed will be highlighred in red and can be amended by clicking in the stocktake you want to change on the summary page.
Closed weeks will be in black and cannot be changed unless you get permission from your Head Office who will unlock the required week.
Other Tools
Detailed Stocktake
Related Guides
Stocktaking- Detailed Stocktake
How to Record Wastage - By Catalogue
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