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