Stock Take

Once a month the store has to be counted by hand. Stock take opens a count for one warehouse, stays counting through the session, then closes — so you know exactly who counted, from when, and when it was signed off.

Illustration of the Stock take screen

Area	What it is
1. Create stock take	Open a new count for a warehouse.
2. Search box	Find a count by code or note.
3. Filter, clear, refresh, columns	Filter by status and period, and choose which columns show.
4. Status column	Where the count stands — see below.
5. Row buttons	Open the count list, close the form, cancel it.

The other columns: Form code, Warehouse, Started counting, Closed at and Note.

Stock take statuses

Status	Meaning
Draft	Just created, counting not started.
Counting	The session is under way — enter the physical figure for each material as you go.
Closed	Counted and signed off.
Cancelled	The count was dropped.

How a count runs

1. Create the form for the warehouse to be counted; it moves to Counting and records the started counting time.
2. Open the count list (the first row button) and enter the physical figure for each material — the software puts it beside the system figure so the difference shows at once.
3. Close the form when the counting is finished.
4. Anything that has to be corrected in stock goes through a stock adjustment with a reason.

Count while the store is still

Pick an hour with no treatments, or tell the theatre beforehand. Counting while stock is going out gives figures that are right when written and wrong when signed.

Related

• Stock Adjustment — settling what the count found.
• Current Stock — the software's figures, for comparison.
• Stock card (Kardex) — the full movement of one material.