Step-by-Step Process


  • Select Bar Products


  • Select Stocktake
  • Start Stocktake
  • Next



  • Select from the drop menus the Groups and/or Supplier you wish to stock take 
    • The default All will create a stock take for all products in all groups 
  • Select Next



  • This will create a Count Sheet for you to Print and record your actual stock count
    • Take note of the stock take number at the top of this page e.g. Stock take: 434
    • You will be required to select this number when you enter the stock take count in XBar



Once Stocktake count has been completed


  • Select Stocktake
  • Enter/Edit details of existing stocktake
  • Select Next



  • Select from the drop menu the stock take previously created e.g. Stock take: 434
  • Select Next


  • The screen will appear for you to enter the quantity of stock counted
    • This should match the order of your printed stock take count sheets 
    • You can sort by headings e.g. Sub Group
  • Enter the counted stock quantities in the QTY column
  • Be sure to select SAVE before leaving this screen
  • You can return to Enter/Edit details of an existing stock take until you have completed the stock take

  • Say NO to the following prompt

  • Print and/or View you Discrepancy report


  • Once you have completed entering the stocktake and you are ok with the discrepancy report
  • Select Stocktake
  • Select Complete an existing stocktake
  • Next



  • Be sure to select the correct stocktake eg. Stocktake: 434
  • Next



  • Do you want to complete this stocktake - Yes



  • You can print the reports supplied if required