At a minimum where preparing for stocktake, you need to read the following pages and watch the associated training videos:tch
We do our best to encourage dealers to use the documentation. The pages you should read include the following:
The read the getting started with stocktake pages:
Getting started with stocktakes
From the getting started with stocktakes page you should particularly read the pages below:
Understanding stocktake modes and how they effect your stocktake
Once you decide which stocktake mode to use. Read and follow the model procedure for that stocktake mode:
- Model Adhoc stocktake procedure, when you are not stocktaking the whole business
- Model location only stocktake used to setup your product locations
Then start your stocktake:
There are pages explaining how to test your stocktake, make sure you complete the appropriate one before you start:
Do not take any shortcuts. Above all else make sure you run the tests above and understand the results before you start. We recommend doing your stocktake on the test login for your first test. Then repeat the test on live.