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Setting up a Stock Take

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 Takes is where you will run your stocktakes.

You can have as many as you need for your reporting purposes, and setting one up takes less than thirty seconds.


To begin, head to Stock Takes in your left menu. If you have existing stocktakes you'll see them listed here.

  1. Click New to create a new stocktake.

  2. Warrior will automatically generate a name for you, ensure it is correct for your needs or edit it to suit.

  3. Choose your stock entity. If there are none set up for your location and department you may need to check your stock entities or get your head office to check this for you.

  4. Ensure you location and department are correct.

  5. If there is a previous stocktake on Warrior for you to use, you'll be able to select it from the drop down menu.

  6. Otherwise, enter the opening cost of your previous stock take or leave it as 0.

  7. Make sure your date range is correct, Warrior will automatically choose a full month but you may wish to use a different date range.

  8. A description is helpful, but not mandatory, then press Save.

That's your very first stocktake set up and ready to go! You can read all about running a stocktake here.


😊 Have any questions or need support? Reach out to us on our email. We're here to help!

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