Sales Stocktake

The Sales Stocktake screen is used to count what is physically in stock versus what you have recorded in the system. By setting a Last Stocktake Date and Quantity, you are effectively resetting the stock count as at that date/time, and the system will only count usage or receivals 'after' that date/time to give you the current stock on hand.

Stocktake figures can be entered individually via Setup > Items > Item details > Stock Control tab, or they can be entered in bulk via the Sales Stocktake screen, which can be accessed via Setup > Item Related > Sales Stocktake.

New Bulk Sales Stocktake

  1. Go to Setup > Item Related > Sales Stocktake.
  2. On the Sales Stocktake screen, click the New Stocktake button. This will clear out all current stocktake quantities and date/times on your sales items.
  3. Ensure the Stocktake Date/Time is correct. It will default to the current date/time.
  4. Enter the counts in the Stocktake Qty field or use the plus/minus buttons to adjust (which is quicker to enter for smaller numbers of items). The Stocktake Date will automatically populate.
  5. You can view the sales stocktake at any time by clicking the Preview Sales Stocktake button.
You can also use a barcode scanner, or a .csv spreadsheet to carry out your stocktake, via the "Import CSV" and "Scan Barcodes" buttons at the top of the screen.
Once you've completed an item's stocktake, any adjustments to that item's stock after the stocktake date will be counted, anything before the stocktake date will be excluded.

This information can be viewed on a per-item basis by going to the Stock Control tab for an item, then clicking the Stock Movements button.

Committing the stocktake

When you've completed a count on an item, you can click the commit button on the right-hand side of each row to apply the counted items to the Live "Currently-in-stock" values used in availability checks.

Additionally, the screen can be filtered by Item type and/or category.

This means, you can click the Commit all button at the top of the screen to commit all counted values for the currently selected Item type/category filters.

Branches Module

If you've got the Branches module enabled, then you will need to specify which branch you are doing a stocktake in.

The Branches module will change how the Stocktake screen functions as well, adding a few new columns.

Qty Expected : After you commence a new stocktake by clicking the New stocktake button, this field will be filled in with the currently-in-stock value, as of the time of the button being pressed.

Stocktake Qty: This is the "Counted" column, the amount of items that have currently been counted in the current stocktake.


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