stock take

Hello all,

 

Trying to stock take, need to adjust actual quantity and cant find where to do this in 1.8.1.  can someone point me in right direction please.

 

Penny

 

PS I dont speak computer!

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Re: stock take

You need to create a Stock Adjustment.

This is located in Stock Management.

-Tim

Re: stock take

Penny - creating a Stock Adjustment is fine if you are doing under say 20 items.

If your stock is in a mess and there are lots of adjustments to do, then the easiest thing to do is:

1. Run the Stocktake Export report (use Preview and tick the Display Explanation to get useful information). Export its output to get a spreadsheet that you can use to enter the numbers that you count.

2. Import the spreadsheet using the Products|Stock Management screen' Import button. The will generate Stock Adjustment containing all your updates.

3. Using Products|Stock Management find the In Progress Stock Adjustment that was generated, look through it to make sure you are happy, and the Finalise it to do the adjustments.

4. If the business has kept running between when you ran the Export report and when you Import the spreadsheet, use the Stock Movement Report to look for any movements while you were counting. [See the explanation part of the Export report for more information.]

Note that because the Export report has various selection facilities, you can do things like just stocking all the Hills pet food. We use the classification selection to run checks on various product groups - as follows:

 

Regards, Tim G

 

 

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