Review Stocktake Settings

Create a Stocktake

Start a Stocktake

Enter a Stocktake Count in Batches

Import and Export Stocktake information and counts

Produce a Stocktake Variance Report

Complete and Post a Stocktake

Stocktakes Status and Search Filters

Delete a Stocktake

Steps to completing a stocktake

Follow these steps to complete a stocktake.

1. Review all of the stocktake settings to ensure they are correct before starting

2. Ensure all pending invoices, credits, and stock receipts dated on or before the stocktake have been processed.   

3. Create a stocktake.

4. Set the time the stocktake will take place and select Start Stocktake. This is the date and time at which the stock balance is captured and compared to the counted amounts to determine the variance.

5. Print the stocktake sheets (before or after you start the stocktake).

6. Count the stock, recording on the sheets the number of units in stock for each listed product. More than one person can complete different batches of a stocktake.

7. Enter the batch counts into Infusion.

8. Repeat steps 6–7 until the stock is counted and entered. 

9. Print the Variance Report to assess variations between the expected and actual stock levels.

10. Post / Complete the stocktake.