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