Stock takes

What it is

Physical counts of a store, compared with what the records show.

Why it matters

Finds missing or broken stock that the records do not show.

When to use it

Store staff count the shelves; differences go to the principal for approval.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Inventory to open it.
3. Click Stock takes.

What you see

Stock takes · click the picture to enlarge

• The list has these columns: Number, Store, Scope, Mode, Started by, Status, Started. Click a column name to sort by it.

Buttons on this screen

• Start stock take — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the New button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (1 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Stock takes · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Store *	choose	Pick the store to count.
Category	choose	Pick a group of items to count, or leave blank to count all.
Freeze stock movements while counting	switch	Tick to stop stock being moved in or out while you count.
Blind count	switch	Tick to hide the expected numbers so counters count honestly.
Note	long text	Any detail about this count. Optional.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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