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.
  

An unprocessed stocktake can be deleted by clicking on Opening Existing Stocktake and selecting the stocktake you wish to delete. Once the stocktake is open, you can click on the Delete button. This will delete the currently open stocktake and remove any information that was entered into that stocktake. A stocktake cannot be deleted once it's been processed.