Entering Stocktakes

Entering Stocktakes link arrow_upward

Stocktakes are used to record physical stock counts of each product at sites.

  1. Expand Operations within the navigation menu, open Stocktakes page.
  2. On a new line, key required fields of Date, Site Location, Product, Actual Quantity.
  3. Enter notes if required.
  4. Click the Recalculate button to calculate Expected Quantity and Variance. This is calculated from previous related stocktakes and transactions.

Recalculate


Entering Stocktake Counts link arrow_upward

Counts are used to record physical stock counts with a custom description. If utilising:

  1. Tabs will appear at the bottom, open Stocktake Counts detail grid.
  2. Enter in description and actual quantity.
info

Users with 'Key Stocktakes' permission can enter stocktakes. If users do not have this permission, it is a read-only detail grid.

Interpreting Stocktake Fields link arrow_upward

Field Description
Previous Stocktake Date Previous stocktake with the same site and product.
Previous Actual Quantity Previous stocktake's actual quantity with the same site and product.
Inbound Quantity Sum of transaction quantities for same receiver location with a Sending Date after Previous Stocktake Date.
Outbound Quantity Sum of transaction quantities for same sender location with a Sending Date after Previous Stocktake Date.
Expected Quantity Previous Actual Quantity + Inbound Quantity - Outbound Quantity.
Variance Actual Quantity - Expected Quantity.
Actual Quantity Keyed quantity.
Linked Counts Linked Stocktake Counts.
Last updated on 29/10/2025