Stock takes

Hover over the items tab and click on Stock Takes. Here we record all the stock takes that have been performed.

Click the Print & Save button to print out a list of your stocked items.

To add a new stock take:

  1. Click Add a Stock Take
  2. Enter the date of the stock take and the user entering the stock take.
  3. All stocked items are grouped by categories.
  4. The previous level is take from your previous stock take.
  5. The expected level is what is believe to be your current stock based on orders going out and coming in.
  6. Enter the current level that you have in stock.
  7. Click Save.

Only the most recent stock take can be edited. Click on the stock take and click Edit.

This feature is available on the plus plan & above and all editions.

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