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.
The Start Stocktaking window will display
- 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