Stock take to Stock-taking or "inventory checking" is the physical verification of the quantities and condition of items held in an inventory or warehouse. This may be done to provide an audit of existing stock. It is also the source of stock discrepancy information and changes your in-stock number.
On the navigation panel, click Inventory > Adjustments > Stock Takes > New Stocktake
Once the stock take is open, some transactions such as:
Shipment
Inventory Receive Note
Stock Adjustment
Stock Transfer
Exchange & Return
Will be temporarily disabled.
Select Location to stock Take > click Create New
Enter counted quantity > Save. The app will show you the discrepancy between the counted quantity and existing stock, the number you entered will be the in-stock quantity once Saved.
July 2020 improvement: filter by product/category
From this update, users can select certain categories or items in the warehouse for the stock take.
On the navigation panel, click Inventory > Stock Takes > New stock take > select categories or items and proceed with stock-taking as usual.
July 2024 improvement: Complete action process in the background, prevent other actions from interrupting.
After finishing stocktaking, click "Complete Stock Take" and now it is time for EMERGE working.
Stay tuned and wait for EMERGE crunching the numbers. But don't worry, it does not take too much time. While the system is working, there is a notification below to prevent unexpected action from interrupting the progress.
After the process is finished, a notification will appear to inform you of the successful stock take. The stock take will have the status of "Closed" with the date start and the date end.
