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- Select Module > Sales > Item Stocktake.
The Item Stocktake window is displayed for the first business unit. For example, the College business unit.
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- Click .
The Select Process Number window is displayed.
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- Click
Anchor O_15912 O_15912 .
The Create New Stocktake window is displayed. - Select the Business Unit to perform the stocktake for. In this example, select the School Maintenance Department business unit.
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- Change the Process Date if the effective date of the stocktake is different to today's date.
- Click .
The following dialog is displayed.
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- Click .
The Item Stocktake report is displayed.
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- Click
Anchor O_17231 O_17231 - Click to close the Item Stocktake report window.
The Item Stocktake window is displayed for the selected business unit.
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- Stocktake the items for the business unit, as per normal. See Using the Item Stocktake window
(on page ).Anchor H_17095 H_17095 - Repeat from step 2 for each additional business unit.