This section explains the process of performing a Partial Selection stocktake in Imagine. A selection can be based on certain criteria, such as a vendor, a hierarchy [department/category], custom attribute or an item. 


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 Blank or Full stocktake if you do not need to perform a Partial Selection stocktake. 


Partial Selection Stocktake Steps. 

Step 1. Create a new stocktake. [sometimes referred to as declaring a stocktake].

Step 2. Count – Add items to the stocktake. 

Step 3. Manual Count - Manually add items for stocktake.

Step 4. Calculate – Compares the counts to actual stock to produce a discrepancy report.

Step 5. Commit – Accept the discrepancy report and update the stock figures..