Stocktake quick start guide

Overview

At a minimum where preparing for stocktake, you need to read the following pages and watch the associated training videos.

Procedure

We do our best to encourage dealers to use the documentation. The pages you should read include the following:

Stocktakes

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 Full stocktake procedure

• Model partial stocktake procedure, for a stocktake of the whole business one part at a time

• 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:

• Starting and Ending a stocktake

There are pages explaining how to test your stocktake, make sure you complete the appropriate one before you start:

• Testing your Ad hoc stocktake
• Testing your partial stocktake

• Testing your full stocktake
• Testing your location only stocktake