: : Initializing the Stock-Taking

With this function, you can make an "image" of your inventory status.

  1. From your stock-taking record sheet, go to Edit > Initialize stock-taking.
  2. Read carefully the details displayed in the window.
  3. Modify the reference date if necessary, i.e. the stock-taking real date (by default the current date).
  4. Check the relevant box if you want to exclude the serialized products that are in the stock-taking.
  5. Check the Save the Excel files box to automatically generate an excel document in the relevant location.
  6. Validate.

The initialization is done.

Note: you can also initialize the stock-taking from a stock-taking's search result > select the line > click on the green tick.