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Setting up a Stock Entity

Warrior's stock allows you to track opening stock, delivered stock in your window, and closing stock - bringing metrics about your operations into focus.

triSaaS Support avatar
Written by triSaaS Support
Updated over 2 months ago

Stock Entities determine the Locations, Departments, and Hubs targeted by your stocktake.

Follow the below steps to set up your first stocktake on Warrior.

  1. To begin, head to the management dashboard, and select Stock Entities from your left menu.

  2. If you have existing stock entities they will be listed here. Click the New button to create a new stock entity.

  3. Give your stock entity a descriptive name and select the financial periods you want your stocktake to be governed by, then click Save.

  4. Head to the new Locations tab and select the departments you want to enable for each location, then go to Hubs and select the hub you want enabled as well.

You are now ready to set up a Stock Take, read all about it here


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