Home > Inventory > Stocktakes > Screen Shots/Explanations > Stocktake (Templates) - Basic

Stocktake - Basic

This function allows you to perform a stocktake based upon the Stock Template.

When creating a new stocktake, you may need to select the stocktake type such as Direct if no default stocktake type has been defined in System Settings. Enter the store location and select the Add Items button. All items for that location linked to a Stock Area Template are added to the Items tab. If an item does not belong to a stock area template then it cannot be counted.


The store location at which the stocktake is to be performed. Only store or warehouse locations can be entered here.

Stocktake Date

The date for which the stocktake is being performed.

Add Items

When selected it populates the Item tab with all items belonging to a stock area template. Ad hoc items cannot be added.

Get Current Stock

This button is only available if the type of stocktake is 'Direct or 'Bar Direct'. When you have finished entering the items that were counted, press this button to get the current stock on hand and cost information for the items. It updates the expected stock count that the variances are calculated against.


The status of the current stocktake. The system will update the status automatically as you create, and prepare the stocktake. The status codes are:


Indicates a stocktake has been created but not yet accepted.


The Accept or Hold button has been pressed and the stocktake has been finalised. Details cannot be changed.


The user who created the stocktake, and the time when the stocktake was created. This is set automatically by the system.

Authorised By

The code of the user who authorised the transaction when it was accepted.

Stocktake Type

Information field confirming the type of stock take created.


Free text field to add comments against the stocktake.

There are buttons at the top of the window to control the transaction. Special buttons include:

Press tis button to launch the stock take report options. Only the worksheet and high variance reports will be available.

Press this to accept the stocktake. At this point the stock on hand figures are set to the stock take figures for the location. No further changes can be made to the stocktake after it has been accepted.

Press this button to hold the transaction. This is like accepting a stocktake in that the stocktake cannot be altered anymore but it does not actually adjust any actual quantities. No further changes can be made to the stocktake once it has been held.

Press this button to import items from another source (handheld, spreadsheet and so on). See Importing Data for further details.

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