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Tips on final stocktakes

Tips on final stocktakes

  • Drag date created and product site.last shipped fields onto the stocktake lines screen on the final stocktake. 

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  • Then eyeball check the dates.  If none of the products were created recently or sold recently.  The final stocktake is good to post
  • Get this done fairly soon after the stocktake.  It gets harder if you leave it for more than a week.  But do your checks first to reduce the change of clearing stock that should be retained
  • Final stocktakes actually work from Productsite and Location.  If a product is counted in one location and not in another location it will be in the final stocktake.

See also:

Generating the final stocktake

How using the Final stocktake mode effects your stocktake

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