How do I finalise my stock take on Posibolt?
How do I maintain my stock take on Posibolt?
Stock Take maintenance is the process of keeping the stock take up to date and/or completing them.
- Log in to Posibolt and navigate the Posibolt Main Menu, on the right side you will see Menu options
- Select Stock in the Main Menu, navigate to the sub-menus to locate Activities, and then select the Stock Take Maintenance option under Activities to be redirected to the Stock Take Maintenance screen.
- Select a Document status of the previous stock take(s) and for more details and filters navigate to the right side of the screen and click More then more options and filters will appear and you can check the Stock Take sheet.
- After you search there will be a list of documents with the filters you have put in, the yellow highlighted one is the selected one, and you can check mark the tick box and choose invoke or delete.
- For more options you can export the file by clicking pdf or csv and more featured for the documents are located at the bottom of the screen to complete to finish the stock take, or select 2 or more documents and click merge to merge stock takes, or clear stock take by selecting the document and click merge.
Things to take note of
- If you have multiple stock take documents, they can be merged (merging combines 2 or more sheets of stock takes that are combined to make one sheet with the ones selected)
- The document status on the menus listed above can be changed to choose drafted, voided, completed, etc, and if you want to delete a stock take sheet all you do is select the sheet and it will be highlighted and you click delete, if you want to edit it, you click the document number in the first column of the table and allows you to see more options additional options and information
- Movement date and date of accounting are different, where movement date is the day on which changes occurred to the stock item and accounting date is the date of transaction of a stock item
How you finish the stock take is dependent on your circumstances. after you merge and/or save your stock take, you either complete the stock take by clicking the "Complete" button at the bottom left side of your screen upon selecting your preferred or desired sheet(s) which will complete your stock take and adjust your stock accordingly. The other option is to click "Stock clear" at the bottom left side of your screen upon selecting your preferred or desired sheet(s), this button will complete your stock take as well however it will cause any items/products not counted in the stock take to have a quantity of 0 stock on hand, therefore you must observe cautionRelated Articles
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