Operations: Stocktake

Stocktakes

To perform a stocktake, press the Stocktake button which is accessed from the Operating menu, located under the Shop Management section.

This opens the stocktake menu, which lists all the drystock items on the right hand side of the form and the Departments to filter with on the left hand side of the form.

Select the item to have its stock on hand counted. This brings up a form to enter the item count.

Enter the quantity measured, and press update . If the item has been configured to exist at several locations, then the form will include the different locations to be counted.

In this case, after counting the stock for a location, enter the amount and press save for that location, and then do that for all the other locations. Pressing the Close button closes the form so the count at the current location can proceed.

Once all locations have been counted for an item, the Update button is highlighted and is now able to be pressed, confirming the final stock count for the item.

The main Stocktake menu shows the date and time when the last stocktake for an item was completed.