Entering Stocktakes

Entering Stocktakes link

Stocktakes are used to record physical stock counts of each product at sites.

1. Expand Operations within the navigation menu, open Stocktakes page.
2. On a new line, key required fields of Date, Site Location, Product, Actual Quantity.
3. Enter notes if required.
4. Click the Verify button to calculate Expected Quantity and Variance. This is calculated from previous related stocktakes and transactions.

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Variance is calculated as Actual Quantity - Expected Quantity.

Entering Stocktake Counts link

Counts are used to record physical stock counts with a custom description. If utilising:

1. Tabs will appear at the bottom, open Stocktake Counts detail grid.
2. Enter in description and actual quantity.

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Users with 'Key Stocktakes' permission can enter stocktakes. If users do not have this permission, it is a read-only detail grid.