Create & Structure Stocktake

Create Stocktake 

 

 Go to: Stocktakes → Create 

 Enter:

 

 Name 

 Correct date 

 

 

 

 ⚠️ The date must match the actual stocktake date. 

 

 Structure Rules (Critical) 

 

 Only ONE stocktake per store 

 All inputs must exist inside it 

 

 Each input must: 

 

 Represent one count 

 Have a section 

 Have a clear name 

 

 

 Naming Inputs Properly 

 Use: Department + Person 

 Examples: 

 

 Grocery – John 

 Dairy – Sarah 

 

 

 This makes investigations fast and accurate. 

 

 

 Common Mistakes to Avoid 

 

 Creating multiple stocktakes 

 Using vague input names 

 Mixing sections incorrectly