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Overview

 

Video

 

Procedure

 

Start stocktaking once on the first day of the stocktake only

        • In the navigation panel, go to Inventory then Stocktakes.
        • Click Start Stocktaking which is located on the top panel on the left. 

           Show me

        • The Start Stocktaking window will display

           Show me

        • Select Stocktake Mode
          • Select "Full (Windows)", when you intend to stocktake the whole business, everything in all locations including the balance in a final stocktake e.g., when you close the business on a weekend to stocktake everything.

            * This stocktake mode requires a final stocktake of all uncounted products in all locations i.e., Generate Final Stocktake. before End Stocktaking is allowed.

            * The transaction generated by the Generate Final Stocktake would clear out all uncounted products in all location

        • Click on OK to start stocktaking
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