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.

4. Related Topics

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