« Inventory Control

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



Click +New Stock Take to run a new Stock Take


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?]