Stocktaking

Manage stock/inventory on hand

Updated over a week ago

Stocktake overview

Stocktake functionality enables you to track and manage stock and inventory.

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.

๐Ÿ—’๏ธ Note: to print an Inventory List, right click your mouse (on the Stocktake page) and select Print.


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