Before commencing Stocktake, ensure all Stock Adjustments, Stock Transfers and Internal Requisitions are marked as 'Complete'.

However, these transactions can be 'Completed' now in order to close Stocktake.

Please follow the below steps.

  1. From 'Dashboard', go to [Inventory] [Transfers].

  2. On the right-hand side of the screen, under 'Status', any transactions that are showing as 'Open' will need to be completed.

3. On the line of an 'Open' transaction, click on the corresponding 'Transfer Type' shown in 'blue'.

4. In the Transaction note (TX1234) itself, check all details are filled out correctly, including the date. Click the 'yellow' [Complete] button on the bottom right-hand side of the screen to close the transaction.

5. Repeat these steps until any 'Open' transactions are 'Completed' or closed. The Stocktake should now be closable.

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