Finalise Stocktake

⏱️ Time: 10–15 minutes 👤 Who: Store Manager only / Authorised personnel only 

 Step 1: Close Stocktake 

 

 Stops further input 

 Must be done before finalising 

 

 

 Step 2: Review Before Finalising 

 Ensure: 

 

 All inputs complete 

 Reports reviewed 

 Errors corrected 

 

 

 Step 3: Set Stock Count 

 

 Applies final counts to system 

 

 Options: 

 

 Leave inventory unchanged 

 Turn inventory on 

 Turn inventory + auto order on 

 

 

 Important Notes 

 

 This step updates your system permanently 

 Errors at this stage will impact stock and ordering 

 

 

 Best Practice 

 

 Only set stock count when you are confident in your results