Stocktaking - Simple Stocktake with a 0 value

Introduction

This guide explains the process of a Simple Stocktake, when a previous value needs to be set to 0.

Assumptions

That the stock locations have been set up.

Where to find this

Click Stocktaking > Stocktakes > Add button under Simple Stocktake Summary

Step-by-step guide

 Step 1: Select Department, Category and Stocktake date in the 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 (not editable)

Closing Value: Enter the value you have on hand. Leave it as 0.00 if necessary.

Step 2.  Click ADD STOCKTAKE

You will view the Stocktake in the summary page, all the amounts before the week is closed will be highlighted 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