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Ovatu

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

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Click +New Stock Take to run a new Stock Takehow-do-i-run-a-stocktake

Enter a Description and Employee and click New

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Use the Filters to filter the Products you wish to include in the Stock Take

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Click Filterhow-do-i-run-a-stocktake

Once you have done a count of your Products, enter the amounts in the Inventorycolums

Add any relevant notes in the Notes column

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Click Savehow-do-i-run-a-stocktake

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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

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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?

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