Stock Counts

Stock Counts - List Page

  1. Question: When should I click the “Treat as Month-End” button on the create stock count page?

    • Answer: Month End stock counts should only be done when users are reconcilling their stock at the end of the month. Once the “Treat as Month-End” button is clicked, the Stock Count folder should appear blue and it should be dated as the last date of the selected month. Only one Month-End Stock Sheet can be created per Location/Cost Centre per month.

  2. Question: Why is a padlock now displayed when my Stock Sheet is updated?

    • Answer: As long as the stock count is ‘Treated as a month-end and updated the padlock will show. If the client has the “Allow using paritally closed months (Open previous month but closed locations)” feature enabled, once they have closed their locations and cost centre, they can start to receive Purchase Orders and process Requisitions without closing the month-end.