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A regular stocktake keeps your stock on hand, costs and reorder levels accurate. This article walks through running a full or partial stocktake in Workshop Software and posting the adjustments.
Workshop Software has a simple, easy to use stocktake feature that allows you to stocktake all of your inventory of just a select group of products.
1. Click on 'Products' from the left hand navigation menu, then select 'Stock Take':
2. If you are wanting to print the stock take with all of your inventory counts then click on the printer icon in the top right of the screen;
3. Enter the correct/new quantity of the product into the Count field on the sheet as you walk around the workshop doing the stock take;
4. Enter the new quantity for any products where the quantity has changed into the Count field in Workshop Software. You can save the Stock take as you go by clicking on the green 'Save Draft' button at the bottom of the page;
5. When you have completed the stock take, click on the 'Process' icon at the bottom of the page and it will then finalise and update quantities to match those you have entered from your count;
6. If you only want to stock take a particular product type then you are able to do so, select the product type you want to stock take from the drop down box at the top of the page and then proceed as above;
