The Stocktaking Procedure

View - Warehouse - Stocktaking

How to count your stock

Open stocktaking from View - Warehouse - Stocktaking.
Select the warehouse you wish to start stocktaking in from the toolbar drop-down list.
Select the product number on the product you are counting stock for and click Enter.

Note! If are using a bar code reader, scan the bar codes. You will directly enter the Counted stock screen. The bar code is retrieved from the EAN code field in the product register.

You can click filter settings to select what products to display allowing you to easily locate the right product. Note that you can also click on the column headings to sort the list by column.

You can also update the holdings for each product directly on the list. Use the arrows on your keyboard to manoeuvre to the next product in the list. Note that you can sort the list by clicking on the column headings.
Enter new holdings for Counted stock for all products where the stock holdings are changing and click Enter.
Click the Print button to print out a stock taking list documenting the stock take.
Click OK. You will be asked if stocktaking is to be executed. If you answer Yes to this the holdings will be corrected according to Counted stock.

The stock count is now complete and you will be asked if you want to print a stock taking report for your records.

You can now print the report Stock value list (stock movements) from the report module in order to view the altered value.