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How to use stock take to update my inventory?
How to use stock take to update my inventory?
Gigi Nguyen avatar
Written by Gigi Nguyen
Updated over a week ago

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 change your instock number.

On navigation panel, click Inventory > Adjustments > Stock Takes > New stock take

Once the stock take is open, some transactions such as:

  • Shipment

  • Inventory Receive Note

  • Stock Adjustment

  • Stock Transfer

  • Exchange & Return

Will be temporary disabled.

Select Location to stock Take > click Create New

Enter counted quantity > Save. The app will show you the discrepancy between counted quantity and existing stock, the number you entered will be the instock quantity once Save.

July 2020 improvement: filter by product/category

From this update, users are able to 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.

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