Running a Stock Take - 'under construction'
| IMPORTANT: The Owner of the stock take will have the rights on Unity to run the whole process, it is not dependent on certain Unity rights. |
- Click Stock.
- Select Stock Take.
- Click the green + Add Stock Take button.
New Stock Take Modal
- Complete the New Stock Take modal as required/desired
- Enter the dates depending on how long the stock take is expected to take.
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- Click Submit.
- Click the blue Setup standard Stock take button. If there is a location or quantity on stock lines they will show in the stock take.
| IMPORTANT: Stock that has been marked as Obsolete will show in the stock take list if they have a cost plus a quantity. |
- Click the orange Confirm button.
- To take out N (non counted) Stock Types uncheck the N box under Stock Type.
