1. Click -> Stocktake -> SmartStocktake
2. Click the icon.
3. Follow the Create New Stocktake wizard to enter all information for your session.
4. Assigning stocktake users is not a mandatory step. If you do not wish to assign stocktake users, simply click the icon at the top of the pop-up.
5. If you do wish to add stocktake users, simply search for their name and toggle the to a .
6. Your new stocktake session has now been created.