Help CenterThe Stocktake feature is used to check and match physical stock quantities with stock data recorded in the system. Through this feature, users can create stocktake sessions per location, calculate discrepancies, and ensure that inventory data remains accurate.
To create a stocktake session, you can follow these steps :
- Press the “Create Stocktake Session” button and the system will automatically open a form to create a new stocktake session.
- After that, you will be directed to the create stocktake session page.
- Press the save button when you are finished, the system will ask for the inspector's name, as the next person to continue the inventory may not be you.
- Once you have finished taking stock, you can press the approve button for approve the stocktake session.
- Please note that this process is not yet complete. Once the inventory has been approved, the system will not automatically adjust the stock. To complete the update, click the ‘Adjust Stock’ button to apply the necessary stock adjustments.
- After that, press the complete button.
