Stocktake overview
Locating this section in app: Products > Product Catalogue > Tools > Stocktake
Enabling the tracking of stock
To track stock check I sell this item and I track stock for this item in, when adding or editing a Product in the Product Catalogue.
Enabling I sell this item will display the Pricing Table. Enabling I track stock for this item will add a Tracking tab to the Pricing Table.
Stocktake page features
Search
Search
Utilise Search to easily find a Product that requires stock update.
Filter by supplier
Filter by supplier
Filter the Product results by Supplier. The Suppliers added will show in alphabetical order when dropdown arrow is selected.
🗒️ Note: all Suppliers are selected by default, even if they seem unselected when the dropdown menu is clicked.
Tracking Tab in the Pricing Table
On Hand: stock on hold; update during a Stocktake
Promised: a non-editable column that automatically updates when Sales Orders are Submitted
Available: a non-editable column that automatically updates with On Hand minus Promised
On The Way: a non-editable column that automatically updates when Purchase Order has been submitted. Once stock has been marked as received the On Hand value increases.
Undertaking a Stocktake
A list of all Products marked with I track stock for this item will be listed under Category headings.
To undertake a Stocktake:
select
Product>Product Catalogue>Tools>Stocktake.Expand items you want to update, under the On Hand column.
Make adjustments to stock/inventory On Hand.
Select
Update Stockto save.
The Available column will automatically update with any changes.
🗒️ Note: to print an Inventory List, right click your mouse (on the Stocktake page) and select Print.