This section will detail the steps involved in performing a stocktake for a particular stock location.
To perform these steps, you must be in a permission group that includes access to Inventory and Purchase Orders.
Printing a Stock Sheet
- Go to Manage > Inventory.
- Click Item List.
- Click Stock Assigned To... and select the stock location. This will be a User, Business Unit or Custom Holder.
- When the inventory list for the chosen stock location has appeared, click Print (top right of list).
- Choose a print layout that suits your method of stocktake:
More info
Layout Description Print Layout Print-friendly version of the Inventory list shown. This may be suitable as a reference document. Stock Take Sheet List of the Part Number, Item Description and the Stock Take amount recorded. Use this for a blind Stocktake. Stock Take Sheet (inc Assigned) Same as the Stock Take Sheet above, but also includes the assigned amount (the quantity you should expect when counting). 
- Right-click to either save or print the Stock Take Sheet.
Updating Stock Levels
Once the stocktake is complete and you're ready to update the figures in AroFlo:
- Go to Manage > Inventory.
- Click Item List.
- Click Stock Assigned To... and select the stock location you've just done the stocktake for.
- For each inventory item listed, enter the actual stock level in the Stock Take field.
- When you get to the bottom of the page, click Save Inventory, and repeat Steps 3 and 4 for all subsequent pages.
Add an Adjustment Note (optional)
Once you've entered values in the Stock Take field for each item, the Adjustment Note field opens at the bottom of the screen.
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Type in this field to enter an adjustment note for the items you modified stock for and Save Inventory. Repeat this process for different items if you want to enter different adjustment notes.
View adjustment notes per item by clicking Stock Activity and selecting an item to view.
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