Generating the Report

1. To run the report, in the main screen of Retailer, click on Stock Maintenance -> Stocktake -> Manual Stocktake List in the top menu.
   
2. In Select Quantity On Hand Level, you can set these options:
   
1. All Stock Items - include all stock in the system, regardless of quantities.
   
2. Greater than 0 - only include stock that has 1 or more quantities on hand.
   
3. Less than or equal to 0 - only include stock that has 0 quantities or less (negative quantities).
   
4. Less than 0 - only include stock that has negative quantities.
3. In Details to Display, select between these options:
   
1. Stock Item's PLU - This will display the checklist with the PLU code of each item in each line.
   
   

   Click HERE for more information about using PLU.
2. Supplier Stock code - This will display the SSC of the item in each line of the checklist.
4. In Print Order, you can choose the order in which it lists the items:
   
1. Department -> Description - This will organise the items by Department group first, then alphabetically by their name.
   
2. Description - This will sort the items in the checklist by their name, alphabetically.
   
3. Barcode - This will organise the checklist by the item barcode, numerically.
   
4. Supplier Stock Code -  This will list the items in order of their Supplier Stock Code, numerically and alphabetically.
5. In Page Orientation, you can select the orientation of the checklist:
   
1. Portrait - Displays and prints the stocktake list in vertical portrait layout. The A4 page is longer from top to bottom, than it is wide.
   
2. Landscape - Displays and prints the stocktake list in horizontal landscape layout. This gives each line more space to print more information, and the page is wider left to right, than it is long. May be suitable if a lot of your stock descriptions run long.
6. In Other Options, there are a few more general options for the stocktake list:
   
1. Select Stocktake - this allows you to focus the checklist on just items that were added/processed in a previous stocktake. You can tick the box, and select the stocktake from the drop-down box on the right. E.g. you ran a stocktake according to the shelves, and had a stocktake specifically carrying certain items that have not changed, so now you can print off a stocktake list of those exact items.
   
2. Print barcodes on the listing - Tick to show a barcode of each item. This can be used to scan the stock count back into Retailer.
   
3. Hide Inactive Items - Tick this to exclude any stock items marked as Inactive in the Stock screen.
   
4. Show Store Locales (landscape only) - Displays the locale of items in each line, if the list is printed in Landscape orientation, and you use Store Locales.
   
   

   Click HERE for more information on using Store Locales.
Show Serial Numbers - Items that have serial numbers can have these displayed beneath the item line in the checklist, when this is ticked.

Show Full Description - The name of the stock items will be displayed showing the full description, instead of the short description as printed on labels.
7. In the grid on the right, the Departments and Categories of stock items are shown.
   
1. Choose Select All, to include all stock Departments and Categories.
   
2. Choose Selected, and then tick the boxes of Departments and Categories that you wish to include in the stocktake list. You can click the arrow next to each Department to see the Categories under it, and tick the Categories to include as needed.
   
3. Tick Include Stock not in a Category, if you have stock in a particular department to be included in the stocktake list, but those stock have no Categories assigned (blank).

Reading the Report

Exporting the Report

1. PDF - Click on the PDF button at the top of the screen. Select where to save the PDF.
   
2. Excel spreadsheet - Click on the Print button in the top left. Tick 'Print to File' and select 'Xlsx Data File'. Click on the three dots button [...] to choose your save destination. Click OK to save the file.