Stocktake Order

Stocktake Order

Stocktake Order is a transaction that captures physical inventory count requirements. It is used for cycle counts, full stocktakes, and blind counts to reconcile system inventory with physical stock.

A Stocktake Order records the items and locations to be counted, count type, and whether QA or blind count is required. It links to a Warehouse Job for execution.

To access Stocktake Order, go to:

Home > Warehousing > Stocktake Order

1. Prerequisites

Before creating a Stocktake Order, it is advised to set up the following:

• Warehouse Settings
• Items, Storage Locations (from ERPNext)

2. How to Create a Stocktake Order

1. Go to the Stocktake Order list, click New.
2. Enter Count Date and select Warehouse.
3. Select Count Type (Full, Cycle, etc.) and Blind Count if applicable.
4. Add Items with quantities to count.
5. Save the document.

3. Features

3.1 Integration with Warehouse Job

Once a Stocktake Order is confirmed, create a Warehouse Job and link it to this order. The job executes the count and posts variances.

Complete field reference

All fields from DocType Stocktake Order and nested child tables, in form order (including layout breaks). Columns: Label with technical field name in backticks, Type, and Description (from the DocType definition and standard freight/ERP semantics).

Label (Field name)	Type	Description
section_break_z7lp	Section Break	Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
Amended From (amended_from)	Link	Purpose: Creates a controlled reference to Stocktake Order so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Stocktake Order. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
Naming Series (naming_series)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: STT-.#########.
Date (date)	Date	Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth.
Shipper (shipper)	Link	Purpose: Creates a controlled reference to Shipper so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Shipper. Create the master first if it does not exist.
Consignee (consignee)	Link	Purpose: Creates a controlled reference to Consignee so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Consignee. Create the master first if it does not exist.
Customer (customer)	Link	Purpose: Creates a controlled reference to Customer so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Customer. Create the master first if it does not exist.
Type (type)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Full, Cycle, Blind, Investigative, Ad-hoc.
column_break_rtgm	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Scope (scope)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Site, Building, Zone, Aisle, Bay, Level.
Contract (contract)	Link	Purpose: Creates a controlled reference to Warehouse Contract so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Warehouse Contract. Create the master first if it does not exist.
column_break_ndxz	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Planned Date (planned_date)	Datetime	Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site).
Due Date (due_date)	Datetime	Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site).
Blind Count (blind_count)	Check	Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled.
QA Required (qa_required)	Check	Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled.
Stocktake Days Past Zero (stocktake_days_past_zero)	Int	From definition: Number of days to include zero-stock items in stocktake count sheet if their last transaction is within this period. Items with zero stock but recent transactions will be included for counting. Purpose: Whole-day offset or SLA duration (e.g. days before ETD, processing days). What to enter: Integer only (no decimals); sign follows your process (negative = before event).
section_break_mzvs	Section Break	Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
items	Table	Purpose: Stores repeating Stocktake Order Item lines (child records) such as packages, charges, legs, or documents. What to enter: Use Add row, fill each line, and remove rows you do not need. Save the parent to persist child rows.
Charges (charges_tab)	Tab Break	Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields.
charges	Table	Purpose: Stores repeating Stocktake Order Charges lines (child records) such as packages, charges, legs, or documents. What to enter: Use Add row, fill each line, and remove rows you do not need. Save the parent to persist child rows.
Notes (notes_tab)	Tab Break	Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields.
notes	Text Editor	Purpose: Field type Text Editor — stores or displays data per Frappe standard behaviour. What to enter: Enter or select a value appropriate to the label; see ERPNext docs for this field type if unsure.
Accounts (accounts_tab)	Tab Break	Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields.
Company (company)	Link	Purpose: Creates a controlled reference to Company so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Company. Create the master first if it does not exist.
Branch (branch)	Link	Purpose: Creates a controlled reference to Branch so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Branch. Create the master first if it does not exist.
Cost Center (cost_center)	Link	Purpose: Creates a controlled reference to Cost Center so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Cost Center. Create the master first if it does not exist.
Profit Center (profit_center)	Link	Purpose: Creates a controlled reference to Profit Center so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Profit Center. Create the master first if it does not exist.
column_break_accounts	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Job Number (job_number)	Link	From definition: For revenue/cost recognition Purpose: Creates a controlled reference to Job Number so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Job Number. Create the master first if it does not exist.

Child table: Stocktake Order Item (field items on parent)

Label (Field name)	Type	Description
Item (item)	Link	Purpose: Creates a controlled reference to Warehouse Item so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Warehouse Item. Create the master first if it does not exist.
Item Name (item_name)	Data	Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks). Behaviour: Auto-filled from item.item_name when the link/source changes — verify after edits.
UOM (uom)	Link	Purpose: Creates a controlled reference to UOM so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UOM. Create the master first if it does not exist. Behaviour: Auto-filled from item.uom when the link/source changes — verify after edits.
SKU Tracking (sku_tracking)	Check	Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. Behaviour: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Auto-filled from item.sku_tracking when the link/source changes — verify after edits.
Serial Tracking (serial_tracking)	Check	Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. Behaviour: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Auto-filled from item.serial_tracking when the link/source changes — verify after edits.
Batch Tracking (batch_tracking)	Check	Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. Behaviour: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Auto-filled from item.batch_tracking when the link/source changes — verify after edits.
column_break_ivxg	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Handling Unit Type (handling_unit_type)	Link	Purpose: Creates a controlled reference to Handling Unit Type so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Handling Unit Type. Create the master first if it does not exist.
Handling Unit (handling_unit)	Link	Purpose: Creates a controlled reference to Handling Unit so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Handling Unit. Create the master first if it does not exist.
Serial No (serial_no)	Link	From definition: Can be left blank if counting all Serials. Purpose: Creates a controlled reference to Warehouse Serial so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Warehouse Serial. Create the master first if it does not exist.
Batch No (batch_no)	Link	From definition: Can be left blank if counting all Batches. Purpose: Creates a controlled reference to Warehouse Batch so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Warehouse Batch. Create the master first if it does not exist.
Measurements (dimensions_section)	Section Break	Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
Length (length)	Float	Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. Behaviour: Auto-filled from item.length when the link/source changes — verify after edits.
Width (width)	Float	Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. Behaviour: Auto-filled from item.width when the link/source changes — verify after edits.
Height (height)	Float	Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. Behaviour: Auto-filled from item.height when the link/source changes — verify after edits.
Dimension UOM (dimension_uom)	Link	Purpose: Creates a controlled reference to UOM so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UOM. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
column_break_drkz	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Volume (volume)	Float	Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM). Behaviour: Auto-filled from item.volume when the link/source changes — verify after edits.
Volume UOM (volume_uom)	Link	Purpose: Creates a controlled reference to UOM so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UOM. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
Weight (weight)	Float	Purpose: Mass for rating, load planning, and DG limits. What to enter: Numeric weight; unit is implied by the label (often kg) — match company standard. Behaviour: Auto-filled from item.weight when the link/source changes — verify after edits.
Weight UOM (weight_uom)	Link	Purpose: Creates a controlled reference to UOM so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UOM. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
Chargeable Weight (chargeable_weight)	Float	Purpose: Mass for rating, load planning, and DG limits. What to enter: Numeric weight; unit is implied by the label (often kg) — match company standard.
Chargeable Weight UOM (chargeable_weight_uom)	Link	Purpose: Creates a controlled reference to UOM so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UOM. Create the master first if it does not exist.

Child table: Stocktake Order Charges (field charges on parent)

Label (Field name)	Type	Description
Item Code (item_code)	Link	Purpose: Creates a controlled reference to Item so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Item. Create the master first if it does not exist.
Charge Type (charge_type)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Margin, Disbursement, Revenue, Cost.
Charge Category (charge_category)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Freight, Fuel Surcharge, Terminal Handling, Customs Clearance, Documentation, Insurance, Storage, Handling, Other.
Item Name (item_name)	Data	Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks).
UOM (uom)	Link	Purpose: Creates a controlled reference to UOM so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UOM. Create the master first if it does not exist.
column_break_nyoj	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Quantity (quantity)	Float	Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision.
Currency (currency)	Link	Purpose: Creates a controlled reference to Currency so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Currency. Create the master first if it does not exist.
Rate (rate)	Float	Purpose: Unit rate or ratio used with quantity/UOM in charge calculations. What to enter: Decimal per your pricing rules; respect minimums/maximums on the charge line if shown.
Total (total)	Currency	Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field currency on this form (or company default). Behaviour: Read-only here — value comes from calculation, another field, or workflow.

4. Related Topics

• Warehouse Job
• Inbound Order
• Release Order
• Warehouse Contract