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Open a new stock take

If you need to open a new stock take to continue from a previous stock take, you can do this within a few simple steps.

Written by Fabio Fois

The below covers opening a new stock take from the previous stock for Advanced Stock and Stock Controls.
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Steps for Stock Controls

  1. Click the Admin Cogs icon along the top bar, then click Stock Controls.

  2. Click Stock Taking, then locate and click the Edit button on the previous stock take.

  3. Stay on the details tab, then click the Create Next Stock Take button.

  4. Enter the title and end date and click the Create button.


Steps for Advanced Stock Steps

  1. Click the Admin Cogs icon along the top bar, then click Advanced Stock.

  2. Click Stock taking and locate and click the Edit button on the previous stock take.

  3. Click the Outlet or Unit Summary tab (depending on setup), then click the Create Next Stock Take button.

  4. Enter the title and end date and click the Create button.

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