How do I record a Detailed Stocktake?

Select the correct Stocktake Date (it will default to today), choose the relevant Departmen and Stock Location.

The list of your products in the chosen location will now be displayed. The ticks in the column P indicate that a stocktake has been recorded against this item previously. Click on the Toggle Items button to display all items.

You can search for an item using the Search box, simply type for the word for the item you are looking for, it will be displayed.

Use the Case, Pack/Sleeve and Ind (Individual) columns to enter the correct quantities. You can do a mix so can enter 1 case plus 5 individual if you want. You can also record decimal places. You can move across these cells using the tab and/or arrow keys, or by using the mouse to click around.

The Stock Value column on the right will calculate the line value as you enter the quantities.

If you need to ADD A NEW PRODUCT whilst recording your stocktake, click +New Product. You can search for an item, tick it on the left and then click Add. It's now in your list ready for you to record stock.

If the item in the Stock Item column has a bin icon next to it's name that means the item has been delisted. If you hover over this icon a pop up message will appear saying Delisted Stock Item. Once a zero stocktake has been recorded against this item it can be removed from the stock location.

You can click on the column headings to sort. You can also adjust the column widths.

Once finished, click Submit.

How do I edit a Detailed Stocktake?

To edit a stocktake go to the week the stocktake was recorded on and click on the required stocktake. Make the required changes and click on Submit. You won't be able to edit it if the data has been exported or the week is closed.

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