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How to perform a Stocktake

Perform warehouse stocktakes in FieldInsight, compare actual vs expected stock, and update counts to reflect accurate inventory.

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over 2 weeks ago

Sometimes, the available stock on hand may differ from what’s recorded in the system. To check for discrepancies, a Stocktake must be performed.

To begin, go to the Left Menu > Inventory > Stocktakes.

Managing Stocktakes

From this page, you can manage everything related to stocktakes—from reviewing past stocktakes to creating new ones.


Creating a Stocktake

To start a new stocktake, click Add Stocktake. In the pop-up window:

  • Select the warehouse where the stocktake will be conducted.

  • Choose a position if only a specific section of the warehouse is being reviewed.

  • Set the effective date of the stocktake.

For each product, enter the actual count in the Stock Count column. If there are any discrepancies, the Delta column will display the difference in quantity, and the Delta $ column will show the total value difference.

When the entire list has been reviewed and updated, click Adjust to apply the new counts and update the system.


After the Stocktake

Once the stocktake is complete, return to the Products page to see the updated stock values. A summary of the stocktake will be recorded. To view a detailed breakdown of what was done, click on the date of the stocktake.

Note: Stocktakes are ideal if you're tracking discrepancies closely between system records and actual counts. If you’re not concerned about detailed tracking, you can update stock directly by clicking on the quantity in the Stock column of the Products page.

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