Stock Taking

BEFORE STOCK TAKING ENSURE ALL RETURNS TO SUPPLIERS AND DELIVERIES ARE COMPLETED

To create a new stock take choose create new stock take.

Enter a name for the stock take.

At this point you can either stock take all items (Leave all boxes ticked) or part stock take by choosing Groups/Departments then proceed to stock take.

From the next page you can print stock count sheets for the items in the list.

Next enter the count against each item as Cases/Units or combination of both.

Preview stock take at this point to produce and print a variance report. This will enable you to check on high variances and recheck certain items before posting the stock take.

Hold stock take will save the count but no update the stock. You can then recall the saved stock take and edit it (Using Modify existing stock take)

When you are happy with your stock take you can complete stock take and press yes to confirm and adjust stock.