New Stocktake - Creates a new stocktake. Please refer to Stocktake Procedure - Using Counts Sheets or Stocktake Procedure - Using Manual Entry or Barcode Scanning for more information.

Cancel Stocktake - Cancels the selected stocktake.

View Historical Stocktake - Allows users to view previous stocktakes that have been completed.

Double clicking a line will navigate users to the Stocktake Control Panel displaying the selected stocktake details to users.

Stocktake - Displays the selected stocktake number, operator code, date and time the stocktake was created. Clicking the drop down arrow allows users to select from a list of open stocktakes.

Warehouse - Displays the warehouse number the selected stocktake is being performed in.

Status - Displays the current status of the selected stocktake.

Product Groups - Displays the product groups included in the selected stocktake.

Bin Locations - Displays the bin locations included in the selected stocktake.

Stocktake Summary:

•Standard Inventory Items Selected - Displays the quantity of standard inventory items included in the selected stocktake.

•Standard Inventory Items Counted - Displays the quantity of standard inventory items counted in the selected stocktake.

•Standard Inventory % Counted - Displays the percentage of standard inventory items counted.

•Lotted Inventory Items Selected - Displays the quantity of lotted inventory items included in the selected stocktake.

•Lotted Inventory Items Counted - Displays the quantity of lotted inventory items counted in the selected stocktake.

•Lotted Inventory % Counted - Displays the percentage of lotted inventory items counted.

•Stocktake Count Sheets produced - Displays the number of count sheets produced for the selected stocktake.

•Stocktake Count Sheets entered - Displays the number of counts sheets where physical counts have been entered.

•Stocktake Counts Sheets % entered - Displays the percentage of count sheets entered.

•Number of Counts - Displays the number of counts that have been conducted.

•Number of Teams on first count - Displays the number of teams involved in the first count for the selected stocktake.

Stocktake Results:

•Book Value - Displays the value of stock included in the selected stocktake as per the stock ledger.

•Value Counted - Displays the value of stock that has been counted in the selected stocktake.

•Stock value loss - Displays the stock value loss of product counts where the counted quantity is less than the book quantity.

•Stock value gain - Displays the stock value gain of product counts where the counted quantity is greater than the book quantity.

•Net Variance - Displays the net variance value of Book Value vs Value Counted.

•Net % variance - Displays the net percentage variance of Book Value vs Value Counted.

•Items found with no Average Cost - Displays the number of items included in the selected stocktake that have no average cost (ie zero value products)

Generate & Print Count Sheets - Allows users to generate and print stock count sheets for distribution to counts teams. Please refer to Generate & Print Count Sheets for more information.

Enter Physical Counts - Allows users to enter the physical counts. Please refer to Stocktake Physical Count Entry for more information.

Count Discrepancy Report - Generates a report allowing users to view count discrepancies. Please refer to Stocktake Discrepancy Report for more information.

Physical Count Report - Generates a report allowing users to view physical count entries. Please refer to Stocktake Physical Count Report for more information.

Update Stocktake Results - Updates the stocktake results and completes the selected stocktake.

Exit (F4) - Allows users to exit the selected stocktake without updating.