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Workflows For Stocktake Module

For experienced users who need a fast reference.

Need detailed instructions? Go to the full guide

Quick Steps: Set Up a Stock Location

Go to HQ → Site Locations → Edit Details

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  1. Go to HQ → Site → Location
  2. Find or create the location
  3. Click ⋯ → Edit Details
  4. Tick Stores Stock
  5. Set Draws From → this location (or a stock location)
  6. Click Save

Quick Steps: Set Stock Type on a Product

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  1. Go to HQ → Products tab → Products page
  2. Choose your product and double-click the product
  3. Scroll to Stock
  4. Set Stock Type → Counted or Derived
  5. Click Save

Quick Steps: Create a Stocktake

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  1. Go to HQ → Stock tab → Stock Takes page
  2. Click New Stock Take
  3. Select locations
  4. Click Create
  5. Double-click a location to begin entering counts
  6. Click Finalize when complete

Quick Steps: Create a Stock Invoice

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  1. Go to HQ → Stock tab → Stock Invoices page
  2. Click New Stock Invoice
  3. Enter distributor, invoice number, invoice date, delivery date, location
  4. Add products with cases, units, price, and tax
  5. Add freight, discount, or adjustments if needed
  6. Click Finalise once totals match the supplier invoice

Quick Steps: Transfer Stock

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Go to Stock Locations → Transfer Stock

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  1. Go to HQ → Stock tab → Stock Locations page
  2. Click Transfer Stock
  3. Set From and To locations and a reason
  4. Add product rows with quantities
  5. Click Submit
Back to full guide
Having issues? See troubleshooting
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Workflows For Configuring Staff & Roles
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Workflows For End-of-Shift Actions