Amending the date of a stocktake

Introduction

Users now have the option of being able to amend the date of the stocktake they have recorded to any date in an open week.

Assumptions

The client is using detailed stocktaking.

The client is using the Close Period function.

Where to find this

Within an outlet, click Stocktaking > Stocktakes

Click Add to start a detailed Stocktake

Step-by-step guide

1. In the week you have recorded the stocktake, click on the date in red of the stocktake you wish to edit. It will only be red in an open week
2. Use the calendar to find the new date you wish to save. You will only be able to click on dates in open weeks (weeks that haven't been closed in Company>Close Period)
3. Click Update
4. You have the option to amend the quantities previously saved
5. Click Update Stocktake
6. That stocktake will now be found in the new week