How To Record A Detailed Stocktake

This is where you can add a detailed stocktake, ie a stocktake for items in your stock locations.

Firstly, select the correct stocktake date, department and relevant stock location. 

Once loaded, you will be presente with the stock location selected. You can then either manually select the amount of cases, packs or individual products necessary. You can select each box or use the tab function on your keyboard to navigate between each option. 

'Toggle Items' allows you to either view the default items in the location, i.e. Items previously ordered or view every item present in said location. Alongside this, you can simply add more products to the existing location by selecting '+ New Product'. 

On the right-hand side of the screen, you will see Toggle View. This will give you the choice between displaying each item in a table like setting, or by focusing on one singular product at a time. 

Once the stock has been recorded, scroll to the bottom of the page and select 'Sub