Stock Take (App)

Stock take means counting the actual items you have in your inventory and comparing them with the records in your system. This helps you find any extra or missing items and keep your stock records accurate.

Why Do We Use Stock Take?

  • To ensure your system shows the correct quantity of items you actually have

  • To identify losses, damages, or counting errors

  • To maintain accurate stock levels for better business decisionsStep-By-Step-Guide

Step 1: Go to Stock Take

  • Click More → Inventory Management → Stock Take

Step 2: Start a New Stock Take

  • Click on the "Start New Stock Take" button

Step 3: Compare and Adjust Quantities

  • You will see two quantities for each item:

    • System Qty – What the system shows

    • Actual Qty – What you counted

  • Compare both numbers. If they don’t match:

    • Enter the actual quantity you counted

    • The system will automatically show the adjustment (+ for extra, – for missing)

    • You can also add a reason for the difference

Example:

  • Beer: System = 15, Counted = 14 → -1 (Missing)

  • Black Pepper: System = 0, Counted = 1 → +1 (Extra)

Step 4: Confirm Your Adjustments

  • Once you have entered all actual quantities, click on "Confirm Adjustments"

Step 5: Confirm and Apply

  • A confirmation screen will appear showing all items that will be adjusted

  • Click "I understand" to confirm

  • Finally, click "Confirm & Apply"

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