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How to review and close a stocktake
Updated this week

Anyone with Manager or Admin permission levels can review and close a stocktake.

This is a good opportunity to check if any errors have been made during the stocktake. For example if the stock movement is particularly high or low this may indicate an error which can be adjusted before closing.

  • Head to "Inventory" and "Review Stocktake"

  • Select the Stocktake you wish to review and close

  • Review for any changes that may need to be made

  • Click "Close Stocktake"

  • You will be able to download your Stocktake in Reports

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