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 set up.

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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