Performing a Stock Take

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Stock Takes also known as Inventory Count is when all products or items you have in stock are counted. All items are physically counted and recorded. This helps you to know the quantity you have in stock for any given product.

To carry out a stock take

  1. You will need to login to your account to perform a stock-take
  2. Click ‘Inventory’ in the menu tab, then ‘Stock Control’ on the side bar
  3. Click on ‘Stock Takes’ and this takes you to the ‘Stock Takes History’
  4. On the ‘Stock Takes History’ you can carry out two (2) tasks
    1. View all stock takes that have been done in the past, your historical stock takes
    2. Perform a new stock take
  5. You can refine the stock takes history by date
  6. Click ‘Create A New Stock Take’ to perform a new stock take
  7. Enter the following details:
    1. Stock Take Name - you need to give your stock take a new
    2. Date - enter the correct date (to schedule a stock-take, enter a date in the future)
    3. Time
    4. Outlet - select the outlet for which you are performing the stock
  8. Click ‘START STOCK TAKE’
  9. Counting your products: you can do this by using barcode scanner or by manually counting
  10. Using a barcode scanner (A)
    1. Scan one (1) item of a particular product, this adds the name to your stock-take form.
    2. Then manually count all the items of the product
    3. You will need to enter the quantity into your stock-take form
    4. Click ADD
  11. Using a barcode scanner (B)
    1. Scan all the items of the same product
    2. Then enter the quantity into your stock-take form
    3. Click ADD
  12. To manually perform your stock-take
    1. Search for the product’s name or the SKU
    2. Manually count all the items of the product
    3. Then enter the quantity into your stock-take form
    4. Click ADD
  13. Click SAVE
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