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Introduction

This guide explains the process of how to record how much stock on had you have.

Assumptions

Stock sheets have been setup (See related guide on Creating a Stocksheet )

Stock locations have been setup

That the Stocktake is for the current week and or for a week that has not been closed in the Finance Module.

Where to find this

Stocktaking > Stocktakes > Detailed Stocktake Summary >Click ADD

 

Step-by-step guide

Step 1. Select Department,

Stock Location : This is the Location to where

Stocktake Date

click CONTINUE .

Step 2. Enter the quantities in the Case, Pack or Ind(unit)

click UPDATE STOCKTAKE

Step 3. The Detailed Stock Summary will be shown with all the stocktakes and the dates, you can amend stocktake sheets by clicking on the date and the detailed stocksheet will be shown.

 

Stocktaking - Simple Stocktake

Creating a Stocksheet

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