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Stocktake - 3 Minute Overview

🎯 Purpose

This page covers everything you must know before doing a stocktake.

✅ Stocktake in 6 Steps

  1. Prepare your data

    • Fix stock on hand
    • Resolve negatives + false zeroes

  2. Create ONE stocktake

    • Ensure correct date

  3. Assign sections

    • Link physical areas of the store

  4. Scan all products

    • Use RF units / inputs

  5. Validate results

    • Run valuation + variance reports

  6. Close and set stock

    • Finalise and apply counts

⚠️ Critical Rules (Do Not Skip)

  • Only ONE stocktake per store
  • Stocktake date must be correct
  • Always press “Add” on last scanned item
  • Complete manual fixes BEFORE closing
  • Check reports BEFORE setting stock

❌ Common Mistakes

  • Multiple stocktakes created
  • Sections poorly named
  • Missing final “Add” on scans
  • Large errors not investigated

✅ If you only read one page — make it this one.

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