Stocktake quick start guide

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:

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