How do I create a Stock Sheet for my Stock Take
- Access Inventory Templates:**
- Navigate to Inventory > Inventory Templates.
- Create a New Stock Take Template:**
- Select Stock Takes.
- Click the + icon to initiate the creation of a new template.
- Complete Template Sections:**
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Section 1 – General Settings:
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Assign a Name to your stock template.
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Specify Location and configure Variance Settings (Allowable Variances, Force Reasons, and Variance Report).
Section 2 – Products:
- Choose a Department Group to filter products.
- Tick the desired products from the left-hand block to include them in the template (they will appear in the right-hand block).
Section 3 – Grid Setup:
- Customize the stock take template by adjusting column order, adding/removing columns, and defining counting areas (e.g., Fridge 1, Fridge 2).
Section 4 – Permissions:
- Grant roles access to Customize and Finalize the template.
4. Save Template:
- Click Submit to save the freshly created stock sheet.
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