Add/Edit Stock Take
The stock take functionality is used to create new stock take entries and update existing stock take details, helping businesses manage inventory counting processes accurately, improve stock tracking efficiency, and maintain proper inventory records using product-wise or location-wise stock management methods.
- Click Add Stock Take button to create a new stock take.
- The Customer field allows users to type at least three characters to open the customer dropdown and select the required customer easily.
- Click on the Stock Take Type field to open the dropdown and select either Product Wise or Location Wise option.
- Location Wise option is used to find and count stock based on a particular storage or warehouse location.
- Product Wise option is used to find and count a particular product across multiple storage or warehouse locations.
- The Stock Take Product Type field is used to select whether all products or only selected products of a particular customer will be included.
- Click on the Save button to create and store the new stock take record successfully.
- If a stock take already exists for the selected customer, the system displays a validation message and prevents duplicate stock take creation.
- If the Stock Product Type is selected as All Product, the stock take is saved directly, while selecting Selected Product displays a Next button instead of Save.
- Click on the Next button to open the selected product modal and choose products for the stock take process.
Selected Product
- Click on Add Product button to open the Select Product modal and add products for the stock take.
- In the Product field, typing at least three characters opens the product list dropdown for quick product selection.
- Click on a particular product to display it in the Product field, and employees can select multiple products for the stock take.
- Click on the Add button to add selected products and display them in the Selected Product modal list.
Import Product
- Import Product option is used to import products into the stock take system using a CSV file.
- Click on Download Sample File to download the stock take product template CSV file for product import.
- In this file, the Product Code field is used to enter or import product codes for stock take processing.
- Browse File option is used to browse and select a file from the system for product import.
- Click on the Next button to proceed to the data mapping step for imported product file processing.
- Click on the Next button to move to the import step and continue the product import process.
- In this section, the selected customer name and imported file name are displayed for verification before import.
- At the bottom, a table is displayed showing the imported product codes from the selected CSV file.
- Click on the Confirm and Import button to import products into the Selected Product modal list successfully.
- Above, the selected products are displayed in the Selected Product section for review and management.
- Click on the Remove button to delete the selected product from the Selected Product list.
- Click on the Save button to create the stock take with the selected products successfully.