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
- Navigate to the Stocktake tab and select Stocktake Entry
- Click Add
- In the batch creation dialog, type 1 in the batch number field
⚠️ 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
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.
Once you've configured your options, click OK to create the batch.
Next Steps
Your stocktake batch is created and ready for items to be added.
👉 ➕ Stocktake Essentials Part 3: Adding Items to Your Stocktake