Performing a stock take should happen at least once a week by a manager or administrator to ensure that your inventory levels are kept up to date.
To perform a stock take, click on 'My Business' and then on 'Retail':
Click on 'Retail Options' and then on 'Perform Stock Take':
Next to each item, input the level that you have on hand. Once complete, click on 'Update Retail Stock':
This will update the inventory levels with what is inputted here. A log is kept of the initial values as well as the newly inputted values with the staff member details to maintain high security.
Quick Mode:
Quick mode is designed to quickly update the stock inventory during a stock take without needing to scroll through the items to find the item. This is also useful if you are using a barcode scanner to perform stock take.
- Click on Quick Mode.
- Click on the dropdown menu where your stock is listed and either search for the item or scan the barcode of the product.
- Input the quantity on hand.
- Click 'Done'.
Once you have done this for all products, click on the 'Update Retail Stock' button to save the stock take.