After adding all items to your stocktake batch, run reports to review stock variances and valuations before updating the system. These reports must be run before updating the stocktake.
⚠️ Important: Once you update or delete the stocktake entry batch, these reports are no longer available. Ensure you've completed all required reports before proceeding to the update.
Stock Variance Report
The Stock Variance Report shows stock levels before and after the count, plus the variance between them. You must run this report before updating your stocktake.
- Navigate to the Stocktake tab in Convenience
- Select Stocktake Variance
- Click Preview
- Save or print the report as needed
- Click Close when finished
💡 Tip: Save this report for your records before updating the stocktake, as it won't be available afterwards.
Stock Valuation Report
The Stock Valuation Report shows stocktake totals by department or as grand totals. Run this report after the variance report but before updating the stocktake entry.
Report Types
Grand Totals Report: Shows totals by stocktake area (overall totals)
Department Report: Shows totals broken down by each department
Running the Report
- Navigate to the Stocktake tab in Convenience
- Select Stocktake Valuation
- Choose either:
- Grand Totals Report (shows totals by stocktake area)
- Department Report (shows totals by department)
- Click Process
- Save or print the report as needed
Reviewing Your Reports
Before proceeding to update your stocktake:
- Check the variance report for any unexpected differences
- Verify high-value items were counted correctly
- Review department totals in the valuation report
- Save copies of both reports for your records
Next Steps
Your reports are complete and verified. You're ready to update the stocktake and commit the new stock levels to your system.