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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