Next Generation - Populate Stage 1 for a stock take

This article guides you through how to select stock items for a stock take at Stage 1 with detailed steps and descriptions.

Stock Take Stage 1 is your starting point for creating a new stock take and selecting the stock items you wish to work with.

Note: On the Stock Take screen, you can select up to 500 records. If you wish to include more than 500 stock items, please start your Stock Take from the Stock Records screen.

Access the Stock Take Stage 1 screen directly from the navigator

Click Stock then click Transactions and then click Stock Take.
Note: All stock take records are displayed. You can find out more information about the Stock Take screen from our The Stock Take screen article.
Click on the + New Stock Take button at the top right-hand side of the screen to open Stage 1 of the Stock Take.

Access the Stock Take action card from the Stock Records screen

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 the
icon and choose from the available filter list, then click OK.
Once you have all the stock items filtered that you want to create your stock take for, click on the Select All checkbox at the top of the checkbox column.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow
icon on the right-hand side middle of the screen.
Click on the Stock Take action card.

The Stock Take Wizard opens at the Not Started Stage 1 progress with all your selected stock prepopulated.

The table below provides detailed information about the fields and their descriptions.

Field	Description
Start Date	Defaults to your current system date and can be changed manually.
Type	Read-only field which displays: Stock Record - when you create a new stock take. Recount - when your stock take was created as a recount from a previous stock take.
Notes	Resizable free text field which allows you to enter alphanumeric and specials characters to hold more information about your stock take.
Search field	Allows you to search on a specific stock record that is part of your stock take.
+ Stock Items	Opens a selection window where you can choose which stock items to include in your stock take. Visible when creating a new stock take or when editing an existing one where the status is Not Started. You can add unexpected items to your count once you have moved to Stage 2 of the Wizard and the status is In Progress. Note: You can select up to 500 stock items on the Stock Take screen. To include more than 500 records, please start the Stock Take from the Stock Records screen.
Stock Code	Read-only field which is populated with the stock records that you selected when clicking on the + Stock Items button.
Stock Description	Read-only field which is populated with the description of the stock items that you have selected to do the stock take transaction for.
Sub Analysis	Read-only field and is populated when you select a sub analysis type stock item. The Sub Analysis field label might be customised in your database, so you might see a different name.
Sub Analysis Description	Read-only field which is populated with the description of the sub analysis type stock items that you have selected to do the stock take transaction for.
Expected Quantity	Read-only field which defaults to 0.00.
Cancel navigation button	Cancels the Stock Take and takes you back to the Stock Take screen.
Save & Close navigation button	Saves your current progress and closes the Stock Take Wizard's Not Started screen and takes you back to the Stock Take screen.
Next Step navigation button	Saves your current progress at this stage of the Stock Take and moves to Stage 2 - In progress the next steps in the Stock Take Wizard. When selected, a confirmation message is displayed for you: "You will not be able to edit stock take details and the Stock Count will begin. You can still add unexpected items to your count once it has started. Are you sure you want to proceed to the next step?" When you click Continue, a toast message confirms that your Stock Take has been saved and progress to the next stage.

For the next steps of the Stock Take Wizard, please refer to our Populate Stage 2 for a stock take article.

Next Generation - The Stock Take screen

Next Generation - Create a stock take

Next Generation - Populate Stage 2 for a stock take

Next Generation - Populate Stage 3 for a stock take

Next Generation - Duplicate a stock take