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Introduction

This guide explains the process of how to record how much stock you have by using your product catalogues.

Assumptions

Stock locations have been setup

The Stocktake is for the current week or for a week that has not been closed for the Stocktaking Module in Company>Close PeriodA detailed stock take lets you count your stock by catalogue item.

If you have an additional value for stock that you wish to count and which isn't in any of your catalogues, you can add this as a Simple Stocktake.

Where to find this

Stocktaking Outlet > Stocktakes > Detailed Stocktake Summary >Click ADD StORM > Stocktakes 

Step-by-step guide

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1. Before you begin
   1. Firstly, ensure you have set up your Stock Locations and ticked that they can be used for Stocktaking. There is another guide about managing Stock Locations here: Setting up and managing stock locations
   2. The stocktakes you will see on the Stocktakes page show you your opening stock. These are the latest stocktakes you have recorded listed by Stock LocationImage Added
2. To add a new stocktake, ensure the week displayed is the one you want to add your stocktake to and click Add Detailed Stocktake
3. Select Department, the Stock Location and the date within the chosen week
4. Click Display Stocktakes
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6. Click Continue
7. 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. You can move across these cells using the tab and/or arrow keys, or by using the mouse to click around.
8. See the total value of that line automatically calculate in the Stock Value column
9. The line you are working on will highlight to help you see all relevant data for that item
10. The total value of the stocktake will update at the bottom of the page
11. Once complete, click Update Stocktake
12. If you want to record a zero value stocktake, click save without adding any quantities
13. To edit the stocktake once created, click on the date in red, make the amendments and click Update Stocktake to save the changes.
14. 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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Related Guides

Stocktaking - Simple Stocktake

Creating a Stocksheet

1. If you create a stocktake in week 1 and don't update it in week 2, the value of that stocktake in week 1 will carry forward and so your closing stock value in the trading report for week 2 will include the value of the stocktake recorded in week 1. It will continue to be included in your closing stock value until a new stocktake is recorded.