Creating a Partial Stocktaking Audit
Steps to Add a Partial Stocktaking Audit
- From the dashboard, navigate to Inventory, then select Stocktaking.
- Click the Add button from the top menu.
- Enter the basic audit information: select the location, specify the audit type, and record the due date.
- Click Add to proceed.
Explanation of Required Fields for Adding a Partial Inventory Audit
- Select the location from the available list.
- Specify the audit type by selecting Partial Audit.
- Enter the due date for the audit.
- (Optional) Add a note to provide additional details about the audit.
- Click Add to save the new audit.
- A list of the audits you've added will appear. Click on the desired partial audit.
- A new window will open.
- You can choose to conduct the audit using either the consumption unit or the inventory unit. Clicking on the consumption unit will automatically switch to the inventory unit, and vice versa.
- Enter the counted quantity for each item.
- Ensure the accuracy of the entered data, as you won't be able to modify it later. Then, click at Proceed the top of the page to complete the audit process.
