---
title: "🗂️ Stocktake Essentials Part 2: Creating Your Stocktake Batch"
description: Create a stocktake batch in Convenience. Learn about batch numbers, Zero Items feature, and filtering options for efficient stock counting.
---

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1. [Future Net Help & Support](https://help.futurenet.com.au/?hsLang=en-au)
2. [Stocktake](https://help.futurenet.com.au/stocktake?hsLang=en-au)
3. [Stocktake Entry](https://help.futurenet.com.au/stocktake?hsLang=en-au#stocktake-entry)

2 January 2026

# 🗂️ Stocktake Essentials Part 2: Creating Your Stocktake Batch

A stocktake batch is where you'll record all your counted stock. You'll create batch 1 specifically for stocktake, and optionally use the Zero Items feature to pre-populate items.

---

### Creating the Batch

1. Navigate to the **Stocktake** tab and select **Stocktake Entry**
2. Click **Add**
3. In the batch creation dialog, type **1** in the batch number field

![](https://help.futurenet.com.au/hs-fs/hubfs/image-png-Dec-31-2025-04-51-24-6260-AM.png?width=342&height=163&name=image-png-Dec-31-2025-04-51-24-6260-AM.png)

⚠️ **Important**: Only use batch 1 for stocktake. Batch numbers 2+ are for previewing and printing valuation reports. 

Before clicking **OK** to create the batch, you have two optional features available in the dialog:

#### Zero Items Feature

You can enable **Zero Items** to add all store items with a count of 0. As you count items, the 0 count will be overwritten. Uncounted items will remain at 0.

**When to use Zero Items:**

- You want items not counted to be set to 0 stock
- You need to clear negative stock items *(Use Only load items with negative On Hand)*
- You're doing a complete store count

![](https://help.futurenet.com.au/hs-fs/hubfs/image-png-Dec-31-2025-04-51-46-9271-AM.png?width=343&height=108&name=image-png-Dec-31-2025-04-51-46-9271-AM.png)

#### Filtering Options

If you enable **Zero Items**, you can also filter which items to include by:

- Departments
- Sub-Departments
- Groups
- Suppliers

This is helpful if you want to stocktake one department at a time, such as Cigarettes & Tobacco for Automatic Ordering setup.

![](https://help.futurenet.com.au/hs-fs/hubfs/image-png-Dec-31-2025-04-52-36-3454-AM.png?width=121&height=183&name=image-png-Dec-31-2025-04-52-36-3454-AM.png)

Once you've configured your options, click **OK** to create the batch.

![](https://help.futurenet.com.au/hs-fs/hubfs/image-png-Dec-31-2025-04-50-32-9415-AM.png?width=422&height=293&name=image-png-Dec-31-2025-04-50-32-9415-AM.png)

---

### Next Steps

Your stocktake batch is created and ready for items to be added.

👉 [➕ Stocktake Essentials Part 3: Adding Items to Your Stocktake](https://help.futurenet.com.au/adding-items-to-your-stocktake?hsLang=en-au)

 

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