This article requires the Advanced Inventory addon to be installed
This is currently only available to customers on Neto's beta v6.6 Advanced Inventory program.
A stocktake is a count of the business inventory on hand, typically done at the end of the financial year, though some businesses may do it more regularly.
Having an accurate idea of the number of stock items your business owns allows your accountant to reconcile physical stock to the inventory records, highlight variances, and identify issues with stock management and control.
With accurate knowledge about stock movements and stock on hand, you can make informed decisions about theft, slow-moving items, damaged stock, technology obsolescence and warehouse processes.
From the Neto dashboard, select Products > Stocktake / add stocktake.
From the Stocktake page click Add.
Select the warehouse you wish to create a stocktake for, then enter a stocktake name. Choose either todays date or a date in the future for your stocktake
You cannot create a stock take with a due date in the past.
Add products to your stock take by typing or scanning the product SKU/Name or UPC.
Continue to do this for all the products that you would like to add to your stock take.
Once you hit save, the stocktake will be put into a pending status ready for you to put it in progress.
From the Neto dashboard, select Products > View products
Filter your product selection to the products that you would like to stocktake, bulk select products and click With selected > Add to new stocktake.
This will load the create stock take page with the products you have selected pre-populated.
Once you hit save, the stocktake will be put into a pending status ready for you to put it in progress
From the Neto dashboard, select Products > Stocktake.
From this page you can see all your stocktakes (Pending, in progress and completed)
You can see when the stocktake is due, where a stocktake has been put in progress the start date will be populated.
To view a stocktake,click on the Stocktake ID.
This will show your stocktake in view mode (except when in progress, this will take you to the count page)
When the stocktake is pending, clicking the link will put you on the view screen and you will be able to edit, start or cancel the stocktake.
Locking only occurs when the stocktake is in progress, Canceling or completing a stocktake will release the above functionality.
Once a Stocktake has been started, the user is able to:
Once the user is ready to complete the stocktake, select review stocktake
The review will display a summary of the changes that are about to occur and the $ cost to the business.
Completing the stocktake will update stock levels and release locking. You will not be able to reactivate a stocktake once complete. Further adjustments should be a stock adjustment or fresh stocktake.