Create & Structure Stocktake

• Create Stocktake

  • Go to: ReportsStocktakes → Stock → Stock On HandCreate
  • SelectEnter:
    • Name
    • Correct date

  ⚠️ The date must match the actual stocktake date.

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  Structure Rules (Critical)

  • Only ONE stocktake per store
  • RunAll reportinputs must exist inside it

  LookEach for:input must:

  • IncorrectRepresent departmentone valuescount
  • LargeHave discrepanciesa section
  • Have a clear name

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  Naming Inputs Properly

  Use:
  Department + Person

  Examples:

  • Grocery – John
  • Dairy – Sarah

  This makes investigations fast and accurate.

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  Common Mistakes to Avoid

  • Creating multiple stocktakes
  • Using vague input names
  • Mixing sections incorrectly