Navigate to the "Stock" section and select "Stocktake".
Understanding the Stocktake Page
Header:
Stocktake: The title of the page.
“+ Start Stocktake” Button: Allows you to add a new Stocktake to the system.
Filters: Allows you to filter either by Status, Stock Location, Date or Time.
Summery: Displays how many Draft Stocktakes, In Progress, Completed, Cancelled and Total amount of stocktakes have been made.
Stocktake List:
Date: The date the stocktake was created.
Stock Location: Displays which stock location the stocktake was created.
Status: Displays at what status is the stocktake.
Completed Date/Time: Displays the date and time of the completion of the stocktake.
Expected Value: Displays the value of the stock take.
Created By: Displays the Back Office User name of who created the stock take.
Actions: Allows you to either count the items or print the sheet.
Creating a Stocktake:
From Template: Allows you to select a pre-created template that was created.
Date: Select the date on which the stocktake will take place.
Stock Location: Select which stock location are you doing the stocktake in.
Notes: Add any not you wish to identify the stocktake.
Select Ingredients: Select what ingredients you want to add to the stock take.
Count Items (completing the stocktake):
Summary: Displays the Total Items, Items Counted and Total Value of the stocktake.
Notes: Allows you to add any note to the stocktake.
Item Count: Displays all the ingredients in the stocktake and allows you to input packages quantity and the total units of measure for each ingredient.
Save Progress: Allows you to save the current progress so you can complete it later.
Cancel Stocktake: Allows you to cancel the entire stocktake.
Completed Stocktake: Allows you to complete the current stocktake when all counts are done.
