Stock Take

stock tale is used for checking of items, often for inspection.

Data

Fields	Explanation
Date of stock take	Start of date of stock take
Date of completion	Completion date of stock take
Warehouse	Warehouse where doing the stock take
Item type	Item type for the stock take
Item code	Range of item for the stock take
Product analysis code	Product analysis code of the stock take
Analysis Code 1	Analysis code of the stock take
Remark	Remark of the stock take

Stock Take Tab

Upload the spreadsheet of stock take result

Details Tab

Fields	Explanation
Approved by	Name of user who approved this record
Approved on	The approval date of the stock take

Click Print to download Stock Take Excel Form ; (* If you use Data Collector, please skip step 3 & 4, and read the remark)

(The format of above excel: Stock Take Report Format)

Fill in Actual Qty for every item while you doing stock take ; (* If you use Data Collector, please skip step 3 & 4, and read the remark)

Choose the correct format of your stock take file, and then upload the excel file to system; (If you use Data Collector, please select the format of Data Collector)

After uploaded the file, it will download StkTake_Print.xls for your checking the result;

Select Stock Adjust Reason and Gain or loss of stock adjustment account, and then click Create Stock Adjustment, Done.

* Remark:

- The Excel below is exported from Data Collector. 1st Column represents Item Code or BarCode, 2nd Column is Actual Quantity.

- Please follow step 5 to upload this Excel to system, and choose the format as Data Collector.

- System only read data starting from 2nd row, so any data in 1st row will be ignored.