This section explains the process of performing a Full stocktake. 

It is recommended that stocktaking is performed whilst there is no POS or back-office activity for the items in a shop as stocktaking is done in real time. 


See Partial stocktake selection and blank if you do not need to perform a Full stocktake.  

Full Stocktake Steps. 

  1. Create a new stocktake. [sometimes referred to as declaring a stocktake].
  2. Count – Add items to the stocktake. 
  3. Manual Count - Manually add items for stocktake.
  4. Calculate – Compares the counts to actual stock to produce a discrepancy report.
  5. Commit – Accept the discrepancy report and update the stock figures.