Stocktake Sheets

Stocktake Sheets (#123)

Use Stocktake sheets to generate inventory lists for physical checking of available stock.

Include Existing Stock Levels

Tick to include the Stock In level on Stocktake sheets. If you prefer your staff to 'work blind' don't include this on the report.

Include Stock No Sale Since

If a date is entered, only stock not sold since this date will be included on the report.

Sorting

Sort By Product

Select this option to sort Stocktake sheets by product code.

Sort by Location

Select this option to sort Stocktake sheets by product location.

Sort by Bin

Select this option to sort Stocktake sheets by bin.

Sort by Location and Bin

Select this option to sort Stocktake sheets by location, and then by bin within each location.

Filters

Location

This option is only available if sorting by Location or Location and Bin. Enter a location if you wish to print Stocktake sheets for a particular location only.

First Bin

This option is only available if sorting by Bin or Location and Bin. Enter a bin if you wish to print Stocktake sheets for a particular bin only.

Last Bin

This option is only available if sorting by Bin or Location and Bin. Enter a bin if you wish to print Stocktake sheets for a range of bins.

Contents

Measure

If you wish to print stocktake sheets in a unit of measure other than the standard unit of measure, select the alternate unit of measure here.

If the unit of measure calculation does not apply to a stock item (the conversion formula produces a zero result), the item is excluded from the report.

For more information on multiple dimensions and units of measure consult the topic: Dimension Based Pricing.

Include Volume

Tick to include the volume of the item on the report.

Include Weight

Tick to include the weight of the item on the report.

Only Include Special Items

Tick if you only wish to include stock items that have their Stock Control Special flag ticked.

New Page Per Bin or Location

Tick if you would like the report to move to a new page each time the bin or location changes.

Hints & Tips

If you will be printing Stocktake sheets by stock group or supplier group you can sub-sort by either the product code or product description as well. Tick the Sort by Description option to sub-sort by description.
Stock kits, since they do not hold actual physical stock quantities, are not listed on this report.
Non-diminishing stock items are also excluded from this report.

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