Quick Guide (End-to-End)

1.Step Preparation1: Prepare

• Run Stock On Hand report
• Fix:
  • Negative stock
  • False zero stockout-of-stocks
• Create and nameclear sections properly

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2.Step 2: Create Stocktake

• Go to: Stocktakes → Create
• Enter:Enter
  name
  • Name
  +
  • Correctcorrect date
• Save

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3.Step 3: Count Stock (PDE)

• Log in → Inventory → Stocktake (PDE)
• Select stocktake
• Create input:
  • Name (DepartmentDept + Person)
  • Assign section
• Scan productsitems and enter quantities
• Press Add on lastfinal item

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4.Step Run4: ReportsValidate

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

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5.Step 5: Fix Errors

• Use Manual Inputs to:
  • Add missing stock
  • Adjust incorrect totals
  quantities

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6.Step 6: Finalise

• Close stocktake
• Select Set Count
• Apply stock updatescount