Creating a new stocktake

To create a new stocktake, select the relevant store and press Create new in the context menu.

Creating a new stocktake

This will open the stocktake editor window.

Stocktake editor window

A new stocktake is created when the editor opens. The new stocktake is partial. You can add stock items from the store and specify their remaining amount.

Note

The first ever stocktake on any given store will be empty. Successive stocktakes will be pre-filled with the results of the previous stocktake.