Create stock-take templates

The stock-take template determines the way in which the counting is going to occur. To create a stock-take template, follow the provided steps:

  1. Click the Lightbulb button, enter Stock-Take Templates, and choose the related link.
  2. Click New, followed by the Crate Default Template action in the dropdown that is displayed.
    The Stock-Take Template Card is displayed.
  3. Populate the available fields and options with the help of the reference table.
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Transfer and post stock-take worksheet →