Creating a Snapshot (Desktop)
Stock Take
Step 1 : Creating the Snapshot
A snapshot is an exact image of the current stock in the practice on the Date and Time the Snapshot was made
Click here to refer to the Glossary for explanations of all the Terms
Open the Stock module
Click on Corrections
Click on Stock Take
Click on Add new snapshot
Select Category and Warehouse
If you use Counting Locations, all Counting Locations will be taken into account that are linked to the Warehouse you have chosen.
If you use the Bin functions you must choose the Bins you want to make a snapshot of
Click on OK
Cancel will cancel the Snapshot
Follow the same procedure for All your Categories and Warehouses.
When Snapshot is Done, please move to the next step (Print Counting Sheets) of the Stock Take or Click here for Step 2 instructions - printing counting sheets.