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Go to => Stock / Processes / Stocktakes / Enter Stocktake

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If you are creating a new Stocktake, press F5 - New, otherwise press the F2 button to select the Stocktake you wish to modify.

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FieldDetails
Stocktake CodeWill be automatically assigned by the system.  It is best to do a stocktake code for each "Bin" in your store. 
DescriptionA basic description of the types of products in this stocktake.  Such as "Garden Area"
SortByThis is used internally to work out what order to show the stocktakes in when F2 is pressed.  No need to change the default that is assigned for you.
DisrepancyThis is only used in the Stocktake Validation report where it will show a "marker" on any products where the differences between the Current On Hand value and the Counted value is greater than this discrepancy amount. 
Notes

Enter in any notes if required.  Such as "Counted by John and Marie"

Bin LocationPress the F2 here if you wish to assign all products added to this Stocktake to this bin location.  If this field is blank no change is made to the Bin Location on the products.


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Press F9 to save this Stocktake Code.

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