Completing a Stocktake

Once all stock items have been counted, the stocktake can be marked as complete. Completed stocktakes cannot be reopened.

  1. Log in to .wms webUI.

  2. 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.

  3. Find and select the stocktake you have just conducted.

    The stocktake will have a status of Active.

  4. Click View Stocktake Data.

    The Stock - Stocktake Data page displays.

  5. Check the Counted Quantity.

    If adjustments need to be made to the counted quantity:

    1. Click the Counted Quantity cell for the specific stock item.
    2. Change the quantity value.

    3. Click when you have finished.
  6. After reviewing the counts, click Return To Stocktake List.

    The Stock - Stocktakes page displays.

  7. Find and select this stocktake in the data table.

  8. Click Complete Stocktake to finalise the count.

    A message displays asking you to confirm the completion of the stocktake.

  9. Click Yes to confirm.