Stock Takes

The stock take feature is used to record received stock which will affect the Stock levels.

Note

To view the legacy version, please select Legacy User Guide.

How to view Stock-takes

Viewing Stock-takes

As per Generic Navigation options, either from left-hand navigation panel, select Stock-takes from the Stock folder or enter Stock-takes in the Search option.

This will then show the Stock-takes on the system where normal customisation of Sets can be used. Also, depending on User roles, the My/All option will be showing.

• Doc #: The document number.
• Stock date: The date the stock was received.
• Location: The location the stock was received.
• Doc-type: The Document type.
• Gross: The cost of the stock.

Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

How to create Stock takes

Creating Stock takes

1. Select Stock-takes from one of the options as shown above in Viewing Stock-takes.

2. Select New.

3. Enter Description and Legal entity.

4. Add line information.

   

   • Product: This is the Product being received.
   • Unit: This is the Unit to measure the Product
   • Qty: This is the quantity of the Product.
   • Unit price: This is the price per unit of the Product.

5. Select Submit to complete creation.

How to copy Stock takes

Copy Stock takes

• If you are regularly repeating a stock take you can copy a pre-existing one rather than creating a new one every time.

• To do so, select the stock take that you would like to copy then select Copy.

  

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Updated October 2026