Please Note - the Close stocktake option will only appear IF you are the creator of the Stocktake Session.
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Click
-> Stocktake -> SmartStocktake. -
Select the appropriate stocktake from the Stocktake list or create new stocktake.
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Click the
icon to load the Reports and Management page.
NB: If you continue, you will be unable to make any further modifications to your stocktake session.
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Click the
icon. -
In the Close Date field, enter today's date. It will also ask you to confirm by entering in Yes.
N.B. When closing a stocktake, all missing items must be updated.
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In the Un-Counted item status field, either:
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-
Select a status from the list of existing statuses.
OR
-
-
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Enter a new status into the pop-up field and click the + icon.
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Type Yes into the text box.
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Once you have done this click
.
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