Create New Stocktake:

 ***Gumawa ng Bagong Stocktake:***
  1. In the Stocktake page, Click the “Create” button located at the top page. Pumunta sa Stocktake page, tapos pindutin ang “Create” button sa taas.

    image.png

  2. In the New Stocktake create page, select a Location. A list of all available products in the selected location will be displayed. Sa pahina ng paggawa ng bagong Stocktake, pumili ng Location. Lalabas ang listahan ng lahat ng available na produkto sa napiling lokasyon.

  3. Optionally, enter **Remarks. **Opsyonal maglagay ng Remarks.

    oboda _ Supply Chain Software - oboda _ The Premiere AI-Powered Supply Chain Solution 2025-10-07 16-34-19.gif

  4. Input the desired Counted Quantity to adjust. Ilagay ang tamang bilang ng produkto sa Counted Quantity o actual na bilang ng items.

  5. You may delete the product row if it’s not required or no changes needed. Maaari mong tanggalin ang row ng produkto kung hindi ito kailangan o walang pagbabago.

    image.png

  6. Once done, click Submit to create the Stocktake. Kapag tapos na, i-click ang Submit para malikha ang Stocktake.

Update or Edit a Stocktake:

 ***Mag-update o Mag-edit ng Stocktake:***

<aside> <img src="/icons/report_blue.svg" alt="/icons/report_blue.svg" width="40px" />

Note: You can only edit stocktake details if the status is “Pending”. Tandaan: Maaari mo lamang i-edit ang detalye ng stocktake kung ang status nito ay “Pending”.

</aside>

  1. Open a Stocktake by clicking the code. Buksan ang isang Stocktake sa pamamagitan ng pag-click sa code nito.
  2. Enter the new details and then click the Submit button to save. A message will appear if the sales order is saved successfully. Ilagay ang mga bagong detalye at pagkatapos ay i-click ang Submit button para i-save. Lalabas ang mensahe kung matagumpay na na-save ang sales order.

To Complete a Stocktake:

 ***Para Kumpletuhin ang Stocktake:***
  1. Change the status from Pending to Completed. Palitan ang status mula Pending patungong Completed.
  2. Click *Submit. *** I-click ang Submit.
  3. A toast message will appear: **“Stocktake updated successfully.” **Lalabas ang toast message: “Stocktake updated successfully.”

To Cancel a Stocktake:

 ***Para Kanselahin ang Stocktake:***
  1. Change the status from Pending to **Cancelled. **Palitan ang status mula Pending patungong Cancelled.
  2. Click *Submit. *** I-click ang Submit.

image.png

<aside> <img src="/icons/report_blue.svg" alt="/icons/report_blue.svg" width="40px" />

Deleting a Stocktake record is only allowed if the status is “Pending: OUT.” Maaari lamang burahin ang isang Stocktake record kung ang status nito ay “Pending: OUT”.

image.png

</aside>

Also See: Stock Adjustments Overview


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The Premiere AI-Powered Supply Chain Solution

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