You can complete a stock take to update stock levels per location or if you just started using Inventory tracking and would like a fresh start, you can do stock take to zero out all stocks.
1. Export Supplies list by going to Inventory → Supplies → Import/Export → Export Supplies.
2. Create stocktake for location by going to Inventory → Stock Take and click New.
3. Select location and click Commence Stock Take.
4. Download stock take Template (can be used multiple times if necessary)
5. Copy the Part Number and/or description from supplies list and paste into stocktake template and set quantities to zero but if you are updating stock levels, simply put the actual updated quantities.
Save the file as you will use it for the import process in the next step.
Note: If you're not using part numbers, you can copy descriptions instead and If needed, remove any supplies that shouldn't be affected.
Important Note
When importing the stocktake file, please ensure that you are using the standard template as per above photo showing five columns.
Using other templates such as the one from the export file won't work.
6. Go back to the Stock Take screen and click Import/Export → Import Stocktake and select the stocktake file that you've saved.
7. After completing the stocktake, this should update all stock on hand at the stock take location or revert stocks to zero if you indicated zero quantities in the template.
Repeat the above process for other locations if applicable.
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