The Stocktake page allows you to perform physical inventory counts for a selected location. It displays the system’s recorded quantity alongside a field to enter the actual counted quantity. The system then calculates the variance to indicate whether there is a shortage or excess. This process helps ensure accurate and reliable inventory records.

Stocktake Page

<aside> <img src="/icons/info-alternate_blue.svg" alt="/icons/info-alternate_blue.svg" width="40px" />

You can narrow down Stocktake in three ways:

1. Using Search Bar
2. Using Filters
3. Using Sorts </aside>

Using Search Bar:

1. Go to Search bar at the top of the Stocktake table.
2. Type the Stocktake Code.
3. Press Enter or click the Search button.

Using Filters:

1. Click the Filter button beside the Search bar.
2. A filter panel will appear where you can refine your product list using the available options.
3. After setting your filters, click the Apply button to update the results.

Available Filters:

• Creation Start Date – Shows transactions created on or after the selected date.
• Creation End Date – Shows transactions created on or before the selected date.

Using Sorts:

1. Click the Sort button beside the Filters button.
2. A drop-down menu will appear with the following sorting options:
   • Created (Latest to Earliest) – will sort records by creation date, starting with the most recent orders.
   • Created (Earliest to Latest) – will sort records by creation date, starting with the oldest orders.

Next Step: Create and Update Stock Transfer

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