How do I run a Stocktake?
A Stock Take allows you to count your inventory and adjust your inventory levels.
To run a Stock Take, choose Manage > Products > Stock Take
This screen lists all past Stock Takes
Enter a Description and Employee and click New
Use the Filters to filter the Products you wish to include in the Stock Take
Click Filter
Once you have done a count of your Products, enter the amounts in the Inventory colums
Add any relevant notes in the Notes column
Click Save
If you click Not Yet, the Stock Take will remain Open
Click Apply Stock Take to finalise the Stock Take, you will see an inventory report for this Stock Take
Your Product inventory levels will be adjusted in the Inventory Control tab, for each Product [see How do I adjust/view the inventory settings for a Product?]
