Configure stock-take

Each stock take requires a specific configuration, depending on the location, calculation date, and other factors. After a template is created, a stock-take configuration can be created using the selected template. A single stock-take configuration can be used to create multiple stock-take worksheets.



  1. Click the Lightbulb button, enter Stock-Take Configurations, and choose the related link.

  2. Click New.

  3. Fil in Code, Description, Location Code (optional), and Stock-Take Calculation Date (the date for which the inventory should be calculated - the current stock-count will be based on this date).

  4. Populate the Stock-Take Template Code to get all settings from the template.
    If a template doesn’t exist, you can create a new one from here.