Add Stock Takes

Purpose

Add one or more Stock Takes.

How to… Add a Stock Take

1.   Open the Stock Take edit window.

    

2.   Click + in the toolbar.

3.   Enter the required data in each of the applicable tabs.
Header
Details.

4.   Save the record.

5.   Link the following details to the Stock Take.
Stock Items

Please note!

What can I do?

These non-standard tools are available on the Stock Take edit window.

Click…

To…

Lock the selected Stock Items to prevent them from being issued or received while stock is being counted.

Refer to Lock Stock Takes.

Finalise or Commit the Stock Take, and unlock the Stock Items that were included in the Stock Take.

Refer to Commit Stock Takes.

Linked detail records

The following items can be linked to a Stock Take.