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:

1. Click the 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.

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   Templates can include the Location Code, which may be altered when selecting a template.