---
title: "📋 Stocktake Essentials Part 1: Preparation"
description: Learn how to prepare Convenience for a stocktake. Stop the Journaler and clear old entries to ensure accurate 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 1: Preparation

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.

1. Navigate to the bottom right corner of your screen
2. Right-click the **Journaler Icon**
3. Select **Stop Journaling**
4. Click **Yes** to confirm

**When finished with your stocktake:** Select **Start Journaling** and click **Yes** to resume.

![StopJournaler](https://help.futurenet.com.au/hs-fs/hubfs/KB%20Media/StopJournaler.gif?width=438&height=287&name=StopJournaler.gif)

⚠️ **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.

1. Navigate to the **Stocktake** tab in Convenience
2. Select **Stocktake Entry**
3. If an entry exists, select it and click **Delete** at the top
4. Click **Yes** when prompted to confirm deletion

![DeleteStocktake](https://help.futurenet.com.au/hs-fs/hubfs/KB%20Media/DeleteStocktake.gif?width=580&height=428&name=DeleteStocktake.gif)

---

### Next Steps

Your system is now ready to begin the stocktake process.

👉 [🗂️ Stocktake Essentials Part 2: Creating Your Stocktake Batch](https://help.futurenet.com.au/creating-your-stocktake-batch?hsLang=en-au)

- [General](https://help.futurenet.com.au/general?hsLang=en-au#main-content)

    - [Licensing](https://help.futurenet.com.au/general?hsLang=en-au#licensing)
- [Convenience PDE](https://help.futurenet.com.au/convenience-pde?hsLang=en-au#main-content)

    - [Before You Start](https://help.futurenet.com.au/convenience-pde?hsLang=en-au#before-you-start)
    - [Getting Started](https://help.futurenet.com.au/convenience-pde?hsLang=en-au#getting-started)
    - [Stock Management](https://help.futurenet.com.au/convenience-pde?hsLang=en-au#stock-management)
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    - [General Tips](https://help.futurenet.com.au/convenience-pde?hsLang=en-au#general-tips)
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    - [Manual Sales Entry](https://help.futurenet.com.au/inventory?hsLang=en-au#manual-sales-entry)
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    - [Shelf Labels](https://help.futurenet.com.au/printing?hsLang=en-au#shelf-labels)
- [Stocktake](https://help.futurenet.com.au/stocktake?hsLang=en-au#main-content)

    - [Stocktake Entry](https://help.futurenet.com.au/stocktake?hsLang=en-au#stocktake-entry)
- [Host](https://help.futurenet.com.au/host?hsLang=en-au#main-content)

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