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Stocktake

Stocktake in Idealpos

Idealpos provides an easy to use step by step process for performing a stocktake.

The basic process is to start at the top of the list and work your way down until you have either updated the stock levels or cleared the stocktake.

You will find the list under the Stocktake heading from the back office.

 

FIGURE 1:  The Stocktake menu in Idealpos.

 

Important Details

The stocktake procedure is one that can cause major changes to your database and reporting.

It is important to ensure that all details are correct throughout the entire process.

 

 

Stocktake Procedure

The basic stocktake procedure is as follows:

 

Stocktake Settings

Start Stocktake

Stocktake Forms

Enter Stocktake

Stocktake Variance Report

Stocktake Valuation Report

Generate Stock Transfer

Update Stock Levels

Clear Stocktake

Archived Stocktake Reports

Quick Stocktake