When doing Stock Take
Click on Stock in the right hand menu.
Click "STOCK TAKE" in the top menu.
Click the blue plus button next to the search bar.
Name your stock take e.g. "Weekly stock take"
Select the product type & brand(s) you are wanting to count. (You must have your product brand information completed for this to work).
Click "Create".
Count the number of each product and enter it into the box on the right.
As each row is completed, if the count is not what the system was expecting, the row will turn red.
To see what the expected number is, untick "Blind count" at the top right of the count screen.
You can click "Pause" and finish the count later. If any products are sold in the meantime, don't worry, it will all be accounted for!
If paused, you can resume the count by clicking on its name in the stock take home screen.
When complete, click "Submit count".
You can submit a count without completing all the rows - when this happens, you will be asked if you are sure you wish to continue.
If the count is different from the expected, the system will ask if you wish to update the stock levels with the numbers you have just counted. If you accept this by clicking "Update", items that have not been counted will not have their stock level changed.
TIP : 💡
Perform blind counts so that your counting is not influenced by what you are expecting.
Consider doing your stock take on a tablet so that you can walk around your stock and complete the count as you go.