Stock > Stock Take: Instant |
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Instant Stock Take
Navigate to Stock Items > Stock Take Instant Stock Take
Overview
The Instant Stock Take module provides a quick and efficient way to verify shelf stock, ideal for spare moments or as part of an ongoing cycle count process. Unlike a full stock take, it allows immediate journal entry posting upon processing, streamlining inventory adjustments.
Cycle Count
A cycle count involves counting a small subset of inventory at a specific location on a scheduled day. This method ensures ongoing accuracy of inventory records without requiring a complete warehouse count.
Steps to Perform an Instant Stock Take
1.In the Barcode/StCode field, scan or manually enter the item’s barcode or stock code.
2.Enter the physical count in the Counted field.
3.Click Process to immediately post the journal entry and update inventory records.
Viewing Adjusted Items
To review adjusted items, use the Stock Detail Lookup form and filter the Module column by STAKE.
Additional Notes
•Immediate Posting: The journal entry is posted instantly upon clicking Process, unlike the Regular Stock Take which allows for delayed processing.
•Cycle Count Integration: Use Instant Stock Take for regular cycle counts to maintain accurate inventory records over time.
•Alternative Methods: For importing counted quantities via CSV or XLSX files, refer to the Regular Stock Take Guide.
