How to ‘Create a Stock Take Period’ : Sync

Create a Stock Take Period Print

Modified on: Thu, 7 Aug, 2025 at 10:12 AM

This article outlines the steps required to create a Stock Take Period within the system.

PURPOSE

To define and manage a specific period during which a Stock Take is conducted.

KEY BENEFITS

FOLLOW STEPS BELOW:

1. Click 'Admin Portal’

2. Click ‘Lookups’

3. Click ‘Stock Takes’

4. Click on the ‘Add’ Icon

5. Capture the following required fields:

- Description

- Start Date

6. Click ‘Close’

ADDITIONAL NOTES

It is recommended to communicate stock take dates to all relevant users in advance.

NB. For a quick tutorial watch below

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Create a Stock Take Period Print