Stocktake

Inventory

The stocktake grid displays all stocktakes, Open or Committed. Batch stocktakes can be generated by Head Office or the stores. Counting updates the Available value in the product card, then SOH, once the stocktake is committed.

You should stocktake outside of the store's trading hours. For best performance and SOH accuracy, avoid stock movement while counting is underway.

Refer to Suggest my stocktake to select the appropriate stocktake method, then follow the instructions attached.
For additional details about each stocktake method, refer to Stocktake at a glance.

View existing stocktakes

From

, click Inventory > Stocktake to display existing stocktakes by Status.

Command	Description
Open	This is the default filter in the Stocktake grid.
Committed	The stocktake is completed and can no longer be edited. The SOH has been updated.
90 days	Default filter for all status Alternatively, click to display All. If the stocktake is more than 24 hours old, do not commit it. It is recommended to deleted it and start a new batch.
Variance Report	Before committing a journal, consider running the Stock Variance report. This store-level report is used to validate the results of a stocktake, by comparing the counted stock and the expected SOH. Run the Variance report for one or multiple journals. — or — Open a journal, then run the Variance report within this journal. Use your SSRS server credentials to access the report.
Source	Head Office: This stocktake was created by your Head Office and pushed to your store for counting. Mobility Web Office