Stock Take

To perform a Stock Take, go to the Inventory page, then Stock Take.
Then click the Export button to download a CSV containing all current Stock Items, with batch, location and quantity data.

Each part number may appear multiple times within the CSV based on the unique batch numbers, locations, cost and origin.
You can adjust the existing figures, delete entire lines, or add new lines for batches that do not appear in the system.

All fields must be completed in the CSV file, and the location data to already exist, for the upload to be accepted.

You can upload a CSV for each individual part number, but you must include all lines for this part.
If you omit a line for this part, the quantity be removed from stock (set to zero).

On the Stock Take page, select your stock take CSV file and click Import.

The system will ingest each line and report any errors before you can proceed.

Each line is displayed with any new lines or adjustments highlighted, for you to verify.

This data is retained, you can close this page and re-visit it to continue verifying at any time.
You can upload a new file to overwrite this retained data.

The stock take is not complete until you click the Process button.

Once clicked, the adjustments are made to stock, and the Stock Take process is completed.