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How to review and close a stocktake
How to review and close a stocktake
Updated over a month ago

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.

  1. Head to "Inventory" and "Review Stocktake"

  2. Select the Stocktake you wish to review and close

  3. Review for any changes that may need to be made

  4. Click "Close Stocktake"

  5. You will be able to download your Stocktake in Reports

Closing a stocktake FAQs

  • Can I edit a stocktake once it's been closed?

    No, you can't edit a stocktake once it's been closed, this is to ensure data integrity. As such it's important to be sure a stocktake is accurate before closing it. However, if errors are ever made reach out to our support team and we'll be able to assist.

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