Stock Check Settings

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This feature enables you to configure when your stock checks occur. You can allow users to choose your stock check dates, or force them to select from a pre-defined list of dates.

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TABLE OF CONTENTS

• Getting Started
• Stock Check Set Up
• Pre-Defined Dates
• Related Articles

Getting Started

1. Select Account from the left-hand navigation bar
2. Select Settings
3. Select Stock check settings

Stock Check Set Up

How does your organisation work?

If your organisation has no defined time frames for stock checks to be completed, leave this as the defaulted option - Users can choose any date for a stock check.

If your organisation works under a more refined structure, choose Users must select from pre-defined dates. By doing this, you can force your own list of dates for stock checks to occur.

As a default, the maximum number of days before and after a stock count can be started are pre-selected (as shown above). You can amend these or leave blank if there's no limit.

Pre-Defined Dates

If selecting the option Users must select from pre-defined dates, you can start adding those dates following the steps below...

1. Select Add date
2. Using the calendar icon, choose the date and time of when a stock check should occur
3. When ready, click Add

Set dates will be shown and can be edited and/or deleted.

When a user starts a new stock check, they will be advised of the next pre-defined stock check date/time requirements:

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