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Stocktakes help

← Accounts
Includes: Adding stock artwork and product, deleting stock item, editing and cancelling Stocktakes
When beginning a new stocktake you can now choose between Artworks and Products or doing both.
NB: This means if you choose one it will ignore the others when you complete the stocktake.

Adding stock artwork

  1. Go to: [Accounts] > select [Stocktakes]
  2. Click [Begin New Stocktake] or select an ongoing stocktake
  3. Start entering catalogue numbers or Products by Searching (enter a minimum of 3 letters and then hit [Enter]) in the ‘Search’ window just above the Artwork Stock list – then select the artwork (or further refine the search)

Adding stock product

  1. Go to: [Accounts] > select [Stocktakes]
  2. Click [Begin New Stocktake] or select an ongoing stocktake
  3. Click [+] at the bottom left of the right-hand grid to enter a new product
  4. Search by product name (enter a minimum of 3 letters and then hit [Enter]) in the [Product] column of the list – then select the product (or further refine the search)
    • [Stock Qty] is the number of products in stock prior to stocktake
    • [New Qty] is the number of products found in the current stocktake
    • [Price] is the individual price of the stock product
  5. Enter/adjust the number of products found under [New Qty]

Deleting Stock Item

  1. Go to: [Accounts] > select [Stocktakes], select an ongoing stocktake
  2. On an ongoing stocktake, select either an artwork stock or a product stock you wish to remove from its respective list
  3. Click [-] at the end of the line of the item you wish to delete
  4. Once the item is removed, the stocktake value and loss will be recalculated - you may re-enter any removed items

Ending Stocktake

  1. Open up an ongoing stocktake and click on [Complete]
  2. A confirmation message will appear. Read it and confirm completion of stocktake
    • Once a stocktake is completed, it cannot be updated/deleted
    • Upon completion of stocktake, all artworks/products not found in stocktake will be marked as removed and will sum up its total price as the stocktake loss

Cancelling Stocktake

  1. Open up an ongoing stocktake and click on [Delete]
  2. A confirmation message will appear. Read it and confirm cancellation of stocktake

Stocktake History

Tip: completed stocktakes are no longer editable
  1. Go to: [Accounts] > select [Stocktake]
  2. Select the stocktake you wish to view, double-clicking the stocktake entry
  3. NB: Ongoing stocktakes should be at the bottom of the list

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