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Reports

Use the Inventory Level Check report for stock take counts and also to create a journal entry for stock adjustments.

Stock take process:

  1. Print the report and do a manual count of each physical inventory item in your stock.
  2. When the physical stock on hand differs to the report simply edit the available field next to the relevant inventory item. Repeat as required for those items you have counted in this session (or you can just do the one adjustment at a time).
  3. Click the Journal Difference button at the bottom of the screen to create a journal adjustment for that inventory item.
  4. Mark the Journal as required. e.g. damaged/stolen stock etc.

NOTE: this doesn't have to be done in one go. The Journal will only create entries where there is a difference. So you can do this in small steps until you have been right through your stock count.