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Use our range of help guides to learn everything you need to hit the ground running!

How do I run a Stocktake?

A Stock Take allows you to count your inventory and adjust your inventory levels.

To run a Stock Take, choose Manage > Products > Stock Take

This screen lists all past Stock Takes

Click +New Stock Take to run a new Stock Take

Enter a Description and Employee and click New

Use the Filters to filter the Products you wish to include in the Stock Take

Click Filter 

Once you have done a count of your Products, enter the amounts in the Inventory colums

Add any relevant notes in the Notes column

Click Save 

If you click Not Yet, the Stock Take will remain Open

Click Apply Stock Take to finalise the Stock Take, you will see an inventory report for this Stock Take

Your Product inventory levels will be adjusted in the Inventory Control tab, for each Product [see How do I adjust/view the inventory settings for a Product?]

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