Creating stores within stock takes allows you to separate products into defined areas that match your storerooms. It also enables you to export or print stock sheets specific to these storerooms to increase the speed of the count.
📌 Notes:
You can have up to a maximum of 6 stores.
Store assignment will carry forward into the future stock take.
Any new product to the stock take will need to be assigned to a store. (by default, it will be assigned to all stores).
Creating and managing existing stores
Click the Admin Cogs
along the top bar.Click Stock Controls, then click Stock Taking.
Locate the stock take and click the Edit button.
Stay on the details tab and locate the stores section.
Using the list box titled stores select the number of stores you want (the maximum is six).
Enter the store names (one per line), example:
Fridge 1
Fridge 2
Dry stores
Freezer 1
Freezer 2
Click the Update button to save any changes.
The stores will now appear in the stock tab.
Managing product assignment to the stores
Click the Admin Cogs
along the top bar.Click Stock Controls, then click Stock Taking.
Locate the stock take and click the Edit button, then click the Stock tab.
Locate the view section, to view a specific store and product within that store click on the store name.
To assign products to a specific store click Position and Visibility.
Use the check boxes to include or exclude the product from each store.
Click the Update button to save the changes.
📌 Note: This can also be achieved via the export file available in the import/export tab using the Column O.