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This text refers to program version 8.5  

Create Menu - Item - Stocktaking

This page describes the 'Stocktaking' function on the Create menu in the Item record window. If you are using iOS or Android, the 'Stocktaking' function is on the + menu.

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After creating a new Item record or viewing an existing one you may need to create a record in the Stocktaking register to note the number of units of the Item that you have in stock. You will then be able to produce a Stocktaking Comparison report that will compare the number of units you have just recorded with the stock figure in the database.

To create a Stocktaking record from an Item, save all changes to the Item record and then select 'Stocktaking' from the Create menu (Windows/macOS) or + menu (iOS/Android). Providing the Item is a Stocked Item, the following window will open, allowing you to create a new Stocktaking record:

The new record will be opened in a window entitled 'Stocktaking: New'. This means that it has not yet been saved. The Location in the Goods Receipt will be the Main Location specified in the Stock Settings setting, the date will be the current date and details from the Item record will be copied to the first row.

Specify the number of units of the Item that you have in stock in the Counted field and other details as appropriate (e.g. Serial Numbers) and then save the record in the Stocktaking register by clicking the [Save] button (Windows/macOS) or tapping √ (iOS/Android) in the Button Bar. If you marked the Stocktaking record as OK before saving, it will be made available to the Stocktaking Comparison report. You can then close it using the close box (Windows/macOS) or by tapping < (iOS/Android). Alternatively, if you no longer require the Stocktaking record, click [Cancel] or tap <.

Please refer here for full details about the Stocktaking register and the recommended procedure for stocktaking.

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The Item register in Standard ERP:

• Introduction
  

• Entering an Item
  

• Editing an Item
  

• Deleting an Item
  

• Items and Pictures
  

• Operations menu
  

• Create menu, including:
  
  • Purchase Item
    

  • Recipe
    

  • Goods Receipt
    

  • Stocktaking

Go back to:

• Home page for Items and Pricing manual
  

• Home page for Standard ERP manual

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