This 5 part series will cover the whole stocktake process.
Before starting a stocktake, you need to prepare your Convenience system to ensure accurate counting. This involves stopping the Journaler to prevent sales updates and clearing any old stocktake entries.
It's recommended to perform stocktakes after trading hours when the store is closed. Items in trolleys or being scanned at the register can't be counted accurately during trading.
ℹ️ Note: If you use parent/child item setups, you can scan both cartons and packets during the count, but only the parent item will update the stock on hand.
Stop the Journaler
Stop the Journaler to prevent sales data from updating during the stocktake.
- Navigate to the bottom right corner of your screen
- Right-click the Journaler Icon
- Select Stop Journaling
- Click Yes to confirm
When finished with your stocktake: Select Start Journaling and click Yes to resume.
⚠️ Important: Don't forget to restart the Journaler after completing your stocktake, or sales data won't update in Convenience.
Delete Old Stocktake Entries
Check for existing stocktake entries and delete them before starting a new stocktake.
- Navigate to the Stocktake tab in Convenience
- Select Stocktake Entry
- If an entry exists, select it and click Delete at the top
- Click Yes when prompted to confirm deletion
Next Steps
Your system is now ready to begin the stocktake process.
👉 🗂️ Stocktake Essentials Part 2: Creating Your Stocktake Batch