items:stocktakes

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items:stocktakes [2023/01/23 00:24] – [Confirm Customer Invoices] Mark Gloveritems:stocktakes [2024/08/16 15:39] (current) – [Print sheets to do the stocktake] Gary Willetts
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 ===== General ===== ===== General =====
-There are two main types of stocktakes:+There are three main types of stocktakes:
  
   * **Partial stocktake**:  A partial stocktake means counting only a part of your stock. This may be a good way of splitting up counting all your stock, part of a system for counting all your stock in sections over a longer period of time or carrying out smaller periodic checks.  You may select the stock to go in a stocktake by different locations, stock groups, types of items etc.   * **Partial stocktake**:  A partial stocktake means counting only a part of your stock. This may be a good way of splitting up counting all your stock, part of a system for counting all your stock in sections over a longer period of time or carrying out smaller periodic checks.  You may select the stock to go in a stocktake by different locations, stock groups, types of items etc.
   * **Full stocktake**:  All items are counted at one time.   * **Full stocktake**:  All items are counted at one time.
 +  * **Phased stocktakes**: Items are counted in phases. See the full details on the [[items:phased_stocktakes]] page.
  
 <WRAP center round important 60%> <WRAP center round important 60%>
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 </WRAP> </WRAP>
  
 +==== Filtering the stock Expiry ====
 +You can carry out a stock take based on expiry dates for your stock. This is useful to review and to remove expired stock from your inventory.
 +
 +{{ :items:stock_take-2023-04-19-t18-07.png?400 |}}
 ==== Filtering by location ==== ==== Filtering by location ====
 Filtering by location is an especially useful way of breaking up a large stocktake in to a series of smaller stocktakes.  This also allows different teams to undertake different smaller stocktakes simultaneously. Filtering by location is an especially useful way of breaking up a large stocktake in to a series of smaller stocktakes.  This also allows different teams to undertake different smaller stocktakes simultaneously.
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     * //Stock take line wt quantity// - is the same as //Stock take line// but with no quantity. This is the one we recommend you normally use to give to the people carrying out the physical count.  This helps to ensure that the quantity of stock on the shelves is actually counted and not just guessed!     * //Stock take line wt quantity// - is the same as //Stock take line// but with no quantity. This is the one we recommend you normally use to give to the people carrying out the physical count.  This helps to ensure that the quantity of stock on the shelves is actually counted and not just guessed!
     * //Stock take line wt quantity big font// - is the same as the one above but printed in landscape with a bigger font.  This is particularly helpful in warehouses with poor lighting (powercuts, etc. :-( )     * //Stock take line wt quantity big font// - is the same as the one above but printed in landscape with a bigger font.  This is particularly helpful in warehouses with poor lighting (powercuts, etc. :-( )
 +    * //Stock take lines by location// - prints the lines for each location on a separate page.
     * //Stock take lines with signature// - same as //Stock take line wt quantity// but the stocktake signature entered in the [[preferences:printing#edit_messages_on_printed_forms|printing preferences]] is printed at the end.     * //Stock take lines with signature// - same as //Stock take line wt quantity// but the stocktake signature entered in the [[preferences:printing#edit_messages_on_printed_forms|printing preferences]] is printed at the end.
     * //Stock variance// - this shows the items that were adjusted after the stocktake was finalised. Similar to the //Inventory adjustments// option below but a slightly different format.     * //Stock variance// - this shows the items that were adjusted after the stocktake was finalised. Similar to the //Inventory adjustments// option below but a slightly different format.
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-|  //  Previous:  **[[items:splitting_a_stock_line]]** | | Next: **[[items:inventory_adjustments]]** //  |+|  //  Previous:  **[[items:splitting_a_stock_line]]** | | Next: **[[items:phased_stocktakes]]** //  |
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  • Last modified: 2023/01/23 00:24
  • by Mark Glover