Quick Guide (End-to-End)

⏱️ Time: 5–10 minutes
👤 Who: Experienced users / Team leaders running stocktake / Anyone needing a quick refresher

Step 1: Prepare

• Run Stock On Hand report
• Fix:
  • Negative stock
  • False out-of-stocks
• Create clear sections

Step 2: Create Stocktake

• Stocktakes → Create
• Enter name + correct date
• Save

Step 3: Count Stock

• Inventory → Stocktake (PDE)
• Select stocktake
• Create input:
  • Name (Dept + Person)
  • Assign section
• Scan items and enter quantities
• Press Add on final item

Step 4: Validate

• Input Report → check entries
• Valuation Summary → check totals
• Valuation Detail → investigate issues
• Variance Report → compare results

Step 5: Fix Errors

• Use Manual Inputs
• Adjust incorrect quantities

Step 6: Finalise

• Close stocktake
• Set stock count