Step-by-Step Process


  • Select Bar Products


  • Select Stocktake
  • Start Stocktake
  • Next



  • Select required Groups
  • Next



  • This will create Count Sheet for you to Print (Note on the top of this page the Stocktake Number eg. Stocktake: 434, you will use this to select when you enter the stocktake count)



Once Stocktake count has been completed


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



  • Select the stocktake previously created eg. Stocktake: 434
  • Next


  • The screen will appear for you to enter your stock on
  • It should match the order of your printed stocktake count sheets (If this is not the case please contact support). You can sort by headings eg. Sub Group
  • Enter the counted stock quantities in the QTY column
  • Be sure to SAVE before leaving this screen
 You can return to Enter/Edit details of existing stocktake till your stocktake is completed be sure to always select the correct stocktake eg. Stocktake: 434



  • 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