Envibe: How to do a Stocktake

Envibe: How to do a Stocktake

Question

How do I do a stocktake?


Answer

To complete a stocktake:

1. Launch INVENTORY.

2. Click NEW STOCKTAKE.

3. Select the location and click NEXT.

4. Using the QUICK ACTIONS menu on the left-hand side of the screen, either SEARCH STOCK, add NEW STOCK TYPE, PRE-FILL FROM SUPPLIER or COPY FROM EXISTING to add stock.

Use the black arrows to add or subtract stock numbers or click the number itself to manually populate the amount counted.

6. EDIT NOTE if applicable.

7. Click SAVE

A black and white text Description automatically generated

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