Stock Management

Why Use This Function:

Taking a Snapshot allows you to capture an exact record of the current Stock in the system at a specific Date and Time. This feature is essential for conducting a Stock Take, as it provides a reliable reference point for the Stock's Status, including its Value and Quantity, at the moment the Snapshot was created. By preserving this data, the Snapshot ensures accuracy and consistency during inventory management, enabling you to compare actual Stock levels with system records and identify discrepancies effectively.

• This user manual will start on the Stock Take screen.

• Click on the +Add New button.

• The Add Snapshot screen will open.

• Click on the Stock Warehouse drop-down menu to select the Warehouse that you want to take a Snapshot of.

💡Please Note: The options available on the drop-down menu, are subject to the warehouses that have been set up at your Practice. 

• Click on the Stock Adjustment Code drop-down menu, and then Click on the option 04, Stocktake.

• Click on the Generate button, to generate the Snapshot.

• A Notification will appear, stating that the Stock Take Snapshot was created successfully.

• The Snapshot will be displayed on the Stock Take list.

💡Please Note: You will now be able to Print Counting Sheets for your Stock Take. For more information, please refer to the user manual: How to Print Counting Sheets.