Quick Guide (End-to-End)
1. Preparation
- Run Stock On Hand report
- Fix:
- Negative stock
- False zero stock
- Create and name sections properly
2. Create Stocktake
- Go to: Stocktakes → Create
- Enter:
- Name
- Correct date
- Save
3. Count Stock (PDE)
- Log in → Inventory → Stocktake
- Select stocktake
- Create input:
- Name (Department + Person)
- Assign section
- Scan products and enter quantities
- Press Add on last item
4. Run Reports
- Input Report → check entries
- Stock Valuation Summary → check totals
- Stock Valuation Detail → investigate issues
- Variance Report → compare differences
5. Fix Errors
- Use Manual Inputs to:
- Add missing stock
- Adjust incorrect totals
6. Finalise
- Close stocktake
- Select “Set Count”
- Apply stock updates