Stock takes enable you to reconcile physical inventory counts with system records. After entering your actual counts, you can review variances and generate adjustment movements to bring system stock levels in line with your physical counts.
You can access the Stock Take screen from the Stock Records screen through the Action Panel or directly from the navigator within the stock module.
Note: The Stock Take screen limits you to 500 stock records per stock take. To perform a stock take on all stock items at once, start from the Stock Records screen where you can select all records and then select the Stock Take action card from the Action Panel.
The Stock Take wizard breaks down the stock take process into manageable stages, allowing you to save your progress at any point and return later. Each stage corresponds to a status that tracks your progress.
The Stock Take screen takes you through a wizard which allows you to carefully manage each stock take and not lose track of where you are.
There are 4 stages of the Stock Take wizard:
Not Started - the stage where you have selected your stock items you wish to do stock take on, but you have not yet progressed and want to save this stage.
For more information about the fields and their explanations, please refer to our Populate Stage 1 for a stock take article.
In Progress - the stage where you have selected the stock items, but are not yet ready to enter the counted values and want to save this stage.
For more information about the fields and their explanations, please refer to our Populate Stage 2 for a stock take article.
Review - the stage where you have added on the additional items and want to save your progress at this stage and you are not ready to complete the stock take.
For more information about the fields and their explanations, please refer to our Populate Stage 3 for a stock take article.
Completed - the stage where you have completed your stock take.
Access the Stock Take screen directly from a stock record
Click Stock then click Stock Records.
Note: All stock records are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on theicon and choose from the available filter list, then click OK.
In the Stock Code column, click the hyperlink, the underlined text.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrowicon on the right-hand side middle of the screen.
On the Action Panel on the Actions tab, click on Stock Take.
The Stock Take screen displays with your selected stock prepopulated in the Stock Take Items section.
Access the stock take screen from the navigator
Click Stock then Transactions and then click Stock Take.
Note: All stock takes are displayed.Click on the + New Stock Take button to start a new stock take.
Add in all your stock and advance forward in the wizard to complete your stock take.