Stocktake overview
Locating this section in app: Sales > Product Catalogue
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.
The 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
To undertake a stocktake select Sales > Product Catalogue > Tools > Stocktake.
A list of all Products marked with I track stock for this item will be listed under Category headings.
Expand items you want to update, under the On Hand column make adjustments to stock/inventory on hand, and select Update Stock to 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.
Linked resources