The Stock Takes section in SellEnvo allows users to perform inventory audits by counting the physical stock available in a warehouse and comparing it with the quantities recorded in the system.
This process helps ensure that inventory records remain accurate and allows businesses to identify discrepancies between actual stock and system data.
Accessing Stock Takes
To access this section:
- Navigate to Inventory Management from the top navigation bar.
- Click Stock Takes.
The main page displays a list of stock take records created in the system.
Stock Takes List
The Stock Takes page shows all created stock audits in a table format.
The table includes the following information:
- ID – The unique identifier of the stock take record.
- Warehouse – The warehouse where the stock count was performed.
- Stock Take Date – The scheduled or recorded date of the stock audit.
- Notes – Any notes associated with the stock take.
- Status – The current status of the stock take.
- Actions – Available actions for managing the stock take.
Users can also filter the records using the left sidebar.
Stock Take Status
Each stock take record can have one of the following statuses:
Draft
The stock take has been created but is not yet active.
Open
The stock take is currently active and inventory counting can be performed.
Closed
The stock take has been completed and finalized.
Archived
The stock take record has been archived and is no longer active.
Creating a Stock Take
To create a new stock take:
- Click Create Stock Take.
- Select the Warehouse where the inventory audit will be performed.
- Choose the Stock Take Date.
Additional options include:
- Is Rack Required? – Indicates whether rack locations are required for the count.
- Disable inventory tracking during stock takes – Temporarily disables inventory tracking while the stock take is in progress.
Adding Stock Take Items
After creating the stock take, products can be added to the audit.
To add products:
- Click Add Products in the Stock Take Items section.
- Select the products that need to be counted.
These products will be included in the stock take for verification.
Adding Notes
Users can add additional information in the Notes section to document details related to the stock audit.
This can include explanations, adjustments, or operational notes.
Managing Stock Takes
From the Stock Takes list, users can manage records using the Actions column.
Available options include:
- Edit – Modify the stock take details.
- Archive – Archive completed stock take records.
