Head to Stock Takes in your left menu, and then select your target stock take.

Navigate to the Stock Count Sheets tab.

Here you'll see the Master Sheet. This sheet automatically generates stock based on the orders being received within the stocktake's period.

You can also create targeted sheets which only contain stock you've organised into them, by clicking the New Sheet button on the left hand side.

If you have products to count which aren't in your orders or a previous stocktake, you can add them in the Hub Products tab. You can also use this tab to assign your products to different sheets. If you have a list of SKUs you can also use the import button as with order sheets. Just make sure you toggle "use SKU" on.

Once you've got your sheets set up how you like them, you are able to print your sheet using the button in the top right. This means you can take your sheet around your location and make a physical stocktake before transcribing to Warrior.

Or you can take your stock sheet on your digital device to complete the stocktake, whichever works best for you. Enter your current stock levels into your sheet in the boxes for each product on the right hand side.

The way you count stock can be different for each product, so take care to note the type of count for each product. Those marked with a ✂️ icon are splitable items, so you would count the number of complete packs and the number of broken packs that you have. (i.e. if you have one full pack and then two individual items you would write your stock numbers as: 1/2). Products marked with an 🧮 icon are items you can use a decimal point with.

Once you've completed your stocktake, head to the Lock Details tab.

This tab shows the orders included in your stocktake. If any order will prevent the stock take from being completed, it will show with an orange alert triangle, otherwise it will display in green.

Once all your orders are green, you can move to the Stock Movement tab to submit the stocktake by clicking on the Submit Stock Take button on the top right.