Manage Stocktakes
After clicking save, the Stocktakes will be saved as a draft and displayed as Active. To complete the Stocktakes you need to follow the steps:
Step 1: Click the 
icon to edit the Stocktakes
Step 2: Click Submit to send the inventory report to the Distributor / Customer or click Save to continue saving as a draft.
Step 4: Once submitted, the Stocktakes will display as completed and cannot be edited
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
Step 1: Go to My Tasks > Inventory Management > Stocktakes
Step 2: Click on a Stocktake ID you want to check more information
Step 3: Click on Export List to export stocktake report to excel file
