Performing a stocktake

To start or resume a stock take, navigate to Items and select one of the stocktake navigation options 

 

 NOTE: Only stocktake can be active but you can close and resume the stocktake until it is closed or cancelled. 

 Add items to stocktake 

 Add items to the stocktake and update stock values 

 

 Option to bulk add items 

 

 Close a stocktake 

 Closing a stocktake will apply the new stock levels and close the stocktake. 

 

 Cancel a stocktake 

 Cancelling a stock take will not apply any stock levels and close the stocktake so it is no longer available.