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Adjust stock

Stocktakes, write-offs, and transfers.

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Run a stocktake

On Inventory, or on a product’s inventory page, choose Adjust stock, then Stocktake.

  1. Choose the Location. Your default location is selected.
  2. Search for each product and add it.
  3. Enter the Unit type, Unit size, Best before, and Qty. Ingredients also take a temperature. Use Add another batch for another best-before date.
  4. For each line, choose Add to add to the current stock, or Replace to set it to what you counted. Reset stock levels sets the stock for the whole location.
  5. Submit.
The Create stocktake form

Write off stock

Choose Adjust stock, then Write-off. Pick the stock and a reason: Damaged/Faulty, Expired, Samples, Discontinued, QA/Testing, Theft, or Internal Use.

The Create write-off form with its reasons

Transfer stock

Choose Adjust stock, then Transfer, to move stock between locations. Transfer only appears when you have more than one location.