Configure stock-take
Each stock take requires a specific configuration to describe a particular stock take. All the settings from the template are available. After a template is created, a stock-take configuration may be created using the selected template:
Click the
button, enter Stock-Take Configurations, and choose the related link.
Click New.
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).
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.Templates can include the Location Code, which may be altered when selecting a template.