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 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.