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How to start & submit a stocktake
Updated this week

Before starting your first stocktake ensure you have set up your storage areas.

Select the site you are wanting to set up a Stocktake for using the drop down menu in the top left

  • On the left hand menu select "Inventory"

  • Select "New Stocktake"

  • Select "Start Stocktake"

  • Within each storage area input the quantities of the products

  • Click "Save" - read more about why it's important not to submit a stocktake too early here.

  • Once all storage areas are complete click "Submit"

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