Add or Edit a Stocktake

The Stocktake Editor allows you to perform an assessment of the amount of stock held.

To perform a new stocktake:

1. Navigate to Stock Control > New Stocktake.

   Alternatively, New Stocktake is added to the Tasks tab when you create a new store.

   

   The Stocktake Editor tab is displayed.

   

2. Enter or edit details of the stocktake.

The fields on the Stocktake Editor tab are described in the following table.

This field	Holds this information...
Number	A unique reference number for the stock-take.
Status	The status of the stock. Choose from: Damaged In stock On order
Stocktake Date	The date of the stocktake.
Created Date	The date that the stocktake is created.
Created By	The user name of the creator.
Description	A description of the stocktake.
Store	The store associated with the stocktake. This field is mandatory.
Authorised	Whether the stock-take is authorised.
Authorised Date	The date of authorisation.
Authorised By	The authoriser of the stock-take.

3. Click Save.

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