Some organisations may need to stocktake each business unit at the same time. This requires the creation of stocktakes for each additional business unit.
Alternatively, you can stocktake and close off each business unit in turn. See:
- Stocktaking using the Item Stocktake report
Anchor H_17083 H_17083 (on page )Stocktaking using a representative itemAnchor H_17078 H_17078 (on page )- Stocktaking using the barcode of individual items
Anchor H_17080 H_17080 (on page ).
Note: You cannot perform more than one stocktake for the same business unit at the same time.
To create stocktakes for additional business units:
- 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
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- Click
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The Select Process Number window is displayed.
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- Click
Anchor O_15912 O_15912 .gif)
- Click
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.
The Create New Stocktake window is displayed.
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- 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
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The following dialog is displayed.
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- Click
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- Click
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The Item Stocktake report is displayed.
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- Click
Anchor O_17231 O_17231 .gif)
- Click
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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
Anchor H_17095 H_17095 (on page ). - Repeat from step 2 for each additional business unit.