Introduction
This guide explains the process of a Simple Stocktake, this allows a single value to be added as a value of stock.
Assumptions
That the stock locations have been setup
Where to find this
Click Stocktaking > Stocktakes > then Simple Stocktake
Step-by-step guide
Step 1:
Enter the following from drop down menu.
Department : This refers to the Purchasing Department
Category - Purchasing Categories allocated to the outlet
Stocktake Date: Choose from days in current week
Last Closing Stock Value : The last recorded amount
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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