Stock Take in Inventory Management

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 decisions

Step-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"