Completing a Partial Stocktake

Summary

The OrderMate stock control system operates a 'Live Stocktake'. This means that stocktakes can be conducted during trade and any count recorded will be adjusted by stock that is decremented prior to saving the stock take. It is possible to count only some of the stock and save this partial count as a stocktake, without adjusting totals for uncounted stock.

Complete the Stocktake

• Follow the usual procedure for completing a Stocktake
• However, press the 'Save & Update' button at the top of the stocktake screen

The following dialog box will be shown to confirm saving the stocktake. Once a stocktake has been saved, it can not be edited.



Finally, if there are any stock items that still have no count entered the following dialog box will confirm if all of these items need to be set to zero

• Choose 'Yes' to set to zero if there is physically no stock for these items or;
• Choose 'No' to set leave them as uncounted stock. They will retain their expected quantity from previous stocktakes
• Choose 'Cancel' to return to the stocktake screen