How can I do a stock take?

This article covers running a stock take in Stock Tracking. You can create a stock take manually, or import one from a template using Document Imports.

Creating a stock take manually

1. Navigate to 'Stock-takes' and select 'New'
2. Select the 'Legal entity'. 'Date' and 'Stock date' default automatically to today, and you can add a description
3. On the 'Lines' tab, select 'Add' and enter the SKU and quantity ('Qty') for each product. Enter a negative quantity if the actual count is lower than the quantity currently shown in stock
4. Select 'Submit' once the stock take is complete.

Importing a stock take using a template

As an alternative to creating a stock take manually, generate one by importing a template through Document Imports.

1. Navigate to 'Document imports' and select 'New'
2. Select 'Document import' from the 'Select interface' window, then select 'Apply'
3. In the 'Document import' window, select 'Stock-take' from the 'Document type' dropdown
4. Complete the remaining import fields, such as 'Legal entity' and 'Input file'.