Let's get to grips with Stock Take.

Stock Take is the process of verifying and recording the quantities of items you hold in your system. It involves creating and completing stock take entries to ensure accurate inventory management.

Getting There

To start with, you need to head to the Stock Take module via the Stock menu.

Stock Take

Navigation

This section enables you to create and view Stock Take entries. The Stock Take screen will show a list of previous entries which you can search through using the Filters and Search field.

Clicking on the Plus (+) icon will show a list of items linked to the stock take entry.

The Action Tray has some more options, where you can:

Complete a Stock Take Entry.

Cancel The Entry

Create a Stock Take

You can create a Stock Take by clicking the Create Stock Take button.

The Create Stock Take window will open.

To start with, select the stock take Location by clicking the ellipsis (...) now you can choose from a list of available locations.

Then, you can enter a stock Bin Range by clicking the ellipsis and choosing one from the list followed by an ending bin in the second field.

Next, choose an Item Range and select the starting SKU from the list followed by an ending SKU in the second field.

Finally, select whether to Exclude the following:
- Exclude Parts with Zero Quantities
- Exclude Superseded Parts with Zero Quantities
- Exclude Quarantine Bins
- Exclude Reserved Parts
Select Save to create.

You have created a Stock Take!

Create a Stock Take Entry

You can select the Stock Take Entry button to continue with and complete a stock take run.

Start by selecting a Run Number via the ellipsis and choosing the relevant run from the list provided. This would have been created using the Create Stock Take option.
- You can use the Search Criteria to narrow down SKUs, Bins etc. and reduce the list of items on the screen.

From the columns on the far right, you can capture the current SKU quantity and add a Comment if needed.
After filling those out, select Confirm Stock Take Entry.

You have successfully created a Stock Take Entry.