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.

Prerequisite

• Create a stock-take template.

Procedure

1. Search for 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.

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