Create Stocktakes
To access the Stocktakes, your login account must be assigned to one of the following roles:
- Super Administrator
- Administrator
- Boss
- Sales Admin
- Sales Manager
- Sales Person
Access My Tasks by one of the following options:
- Option 1: Tap on the icon
at the Menu bar - Option 2: At the Home page, swipe to the left
Create Stocktakes
Step 1: Go to My Tasks > Inventory Management > Stocktakes
Step 2: To create a Stocktakes, click the button Create a new Stocktake or click the + icon at the right corner of the screen
Step 3: Enter General Information and Quantity of each product and click Save to Complete
