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: : Initializing the Stock-Taking
With this function, you can make an "image" of your inventory status.
- From your stock-taking record sheet, go to Edit > Initialize stock-taking.
- Read carefully the details displayed in the window.
- Modify the reference date if necessary, i.e. the stock-taking real date (by default the current date).
- Check the relevant box if you want to exclude the serialized products that are in the stock-taking.
- Check the Save the Excel files box to automatically generate an excel document in the relevant location.
- 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.
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