Before beginning your stocktake, we recommend that you read the Stocktake Best Practice Advice article.

Video guide

Prior to Stocktake

• Plan out how your stocktake will take place. Consider aspects such as time, staff and equipment.
• Perform a backup to a separate USB drive before starting your stocktake. Keep this USB somewhere safe and do not use it. This is crucial if something goes wrong with your stocktake.
• Print/Save a copy of the General Stock Listing Report for ALL stock items.
• From the top menu bar of Retailer, click on Reports -> Stock Reports -> Stock Listing Reports -> General Stock Listing.
• In the settings, make sure All Departments and All Stock Items are ticked. Make sure Show Totals Only, Price List Only and Only Items that are Active are NOT ticked.
  
• For supplier invoices, you should not arrive any during the course of a stocktake.
  
  You should either:
  
  • Arrive the invoices BEFORE the stocktake and RE-COUNT them during the stocktake.
    OR
  • Arrive the invoices AFTER the stocktake.
• For sales, if you use Retailer to scan items as you count them, you can perform sales as normal. If you are using a PDE, we do not recommend performing any sales to get the most accurate figures possible.

Types of Stocktakes

• Full Stocktake
• Run when counting every stock item in the store.
• Clears the stock on hand quantities for all other items that were not scanned.
• For instructions, click HERE.
• Spot Stocktake
• Only items that you scan will be affected.
• Does not clear stock on hand quantities for items that were not scanned.
• For instructions, click HERE.
• Custom Stocktake
• Involves creating a list of stock based on specified criteria (suppliers, departments, categories etc.)
  
• You can freely perform arrivals & sales of items not on your custom list while stocktaking.
• Only items in the list will be affected by counting and clearing stock on hand figures.
• For instructions click HERE.