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Stock Take

Alice Koh

Last Update 8 maanden geleden

What is Stock Take?

A "stock take" (or "inventory count") is the process of physically counting and recording the quantity of stock or inventory items a business has on hand. This procedure is essential for maintaining accurate inventory records and ensuring that financial statements reflect the correct inventory value.

1. Select Stock Take.


Inventory > Stock Take > Stock Take

Stock Take

2. Click on New to create a new list for stock take.

Create New Stock Take

3. Fill in the details.

Stock Take Details

4. Select Save.

Save Details

5. After creating a new list, click on View.

View Listing

6. Search for the item on the search bar and click on the item to select.

Search Bar

7. Key in the Location and Quantity information.

Item Details

8. Click on Save when done.

Save Details

9. The item can also be deleted by pressing the Delete button on the left side.

Delete Stock

10. From here, there are 2 choices:

    a. If the list is confirmed and finished, press Complete.

b. If the list needs to be updated at a later time, press back instead.

11. When the list is completed, press the Adjust button to complete the stock list.

Adjust in Stock List

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