Stocktaking - Simple Stocktake

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

Stock sheets are setup

There is some activity that may change stock values

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 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

Other Tools

Related Guides

Stocktaking- Detailed Stocktake