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1. So count some or all items using paper
2. compare to the stock levels using paper stock levels printout
3. mark on your counting sheets only those that are different
4. check count them
5. Enter only those item counts into the system (much less data entry)
6. Finalise the stocktake

You can import an excel sheet with columns Bay, SKU, Qty. 

Drag the spreadsheet over the screen - upload - choose "Use as initial stock" - it will populate the stock count.

Process

1. First Count
2. Second Count
3. Finalising
4. Create Journals ( second count vs current system stock levels )

You will need Secure Features List and their impactsFeatures#IsStockManager to perform stocktakes

Initial Stock

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Once first count is started there are a number of print options.  A manager is likely to want to print stocktake sheets with stock levels to compare with actuals.

3PL check counts

If you use a 3PL warehouse who send you XLS current counts on a regular basis - you can create a stock count - upload the xls file - and then use that data to compare with system stock levels. 

The import simply updates the count information instead of manual entry - follow the rest of the process as described below.

Drag onto the screen once in first count

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Then import the stock count

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Counting sheet printouts

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