The Stock add-on must be enabled for your business. Ask the owner to grant access if Stock is not available in your management menu.
- 01
Create your products
Open Stock, then Products and Add product. Choose units suitable for the item, such as individual items, bottles or measures, and record purchase costs and selling prices.
- 02
Start a new stocktake
Use New stocktake and choose a title and count date. Enter the opening quantity and closing count needed for the period you are reconciling.
- 03
Record movements
Account for deliveries and relevant adjustments or waste so a change in quantity can be understood. Use the same product units throughout the count.
- 04
Save unfinished work
Save the count as a draft when you need a break. Resume the draft to continue; a draft is not a completed stocktake.
- 05
Review and complete
Check quantities, prices, dates and till values, then complete the stocktake when the information is ready. Keep investigation notes where something needs explaining.