Closing Stocktake

Please Note - the Close stocktake option will only appear IF you are the creator of the Stocktake Session.

1. Click  -> Stocktake -> SmartStocktake.

2. Select the appropriate stocktake from the Stocktake list or create new stocktake.

3. 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.

4. Click the icon.

5. 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.

6. In the Un-Counted item status field, either:

1. • Select a status from the list of existing statuses.
     
     OR

1. • Enter a new status into the pop-up field and click the + icon.

7. Type Yes into the text box.

8. Once you have done this click .

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