Stock Takes

• The stock take feature is used to record received stock which will affect the Stock levels.

• The screenshot below shows a sample grid of stock takes, which includes some key information.

  

  Further information

  • Doc #: The document number.
  • Stock date: The date the stock was received.
  • Location: The location the stock was received.
  • Doc-type: The Document type.
  • Gross: The cost of the stock.

  Tip

  To modify the columns displayed, select in the top right of the page, then untick the information you do not want to see.

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In this section you can

Copy a stock take

• If you are regularly repeating a stock take you can copy a pre-existing one rather than creating a new one every time.

• To do so, select the stock take that you would like to copy then press Copy.

  

Find a stock take

• You can use the search bar to find a specific stock take by entering a key word.

  

• You can also toggle between sets or create your own.

  

• To create your own sets press then fill out the selection criteria.

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Create a new

1. Press New.

   

2. Enter a description.

3. Fill in the remaining fields depending on your needs.

   Remaining fields explained

   • Doc Type: This will be auto filled with the Document type.

   • Legal entity: Select the Legal entity.

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4. Add the lines.

   Lines explained

   • SKU: This is the Stock keeping unit.
   • Product: This is the Product being received.
   • Unit: This is the Unit to measure the Product
   • Qty: This is the quantity of the Product.
   • Unit price: This it the price per unit of the Product.

   

5. When you are happy with the information press SUBMIT.

   

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Updated February 2024