Completing a Stocktake
Once all stock items have been counted, the stocktake can be marked as complete. Completed stocktakes cannot be reopened.
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Log in to .wms webUI.
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Click Stock on the top navigation bar then select Stocktake from the drop-down menu.
The Stock - Stocktakes page lists all the stocktakes that have been conducted at your warehouse.
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Find and select the stocktake you have just conducted.
The stocktake will have a status of Active.
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Click View Stocktake Data.
The Stock - Stocktake Data page displays.
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Check the Counted Quantity.
If adjustments need to be made to the counted quantity:
- Click the Counted Quantity cell for the specific stock item.
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Change the quantity value.
- Click
when you have finished.
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After reviewing the counts, click Return To Stocktake List.
The Stock - Stocktakes page displays.
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Find and select this stocktake in the data table.
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Click Complete Stocktake to finalise the count.
A message displays asking you to confirm the completion of the stocktake.
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Click Yes to confirm.