To conduct a Stock take, we need firstly to create the stock take structure. The stock take allows us to enter how many we have of a particular Item in our inventory. We can set a stock take to apply for specific areas, and specific groups.
1. Ensure Inventory is open
2. Click on the Transactions menu, and choose Stock Take
3. Click on New
4. The Date will default to today’s date
5. Choose a Location
6. All Locations are automatically checked. Check the appropriate location or leave if all required
7. Check the “Print Stock take Sheet”. This will print a sheet for the manual count of stock.
8. Choose a Group for this stock take
9. All Groups are automatically checked. Check the appropriate group or leave if all required
10. Click on OK to create
this Stock Take
You will notice that this stock take is now listed in the
Stock Takes window