How to Generate a Stocktaking Sheet

To generate a stocktaking sheet:

  1. Click the “Reports” menu.
  2. choose “Inventory Reports“.
  3. Choose “Stocktaking Sheet“.


  4. From the “Group By ” menu choose to  whether group the data by “Category“, “Brand” or “No Grouping“.
  5. From the “Order By ” menu choose to  whether Order the data by “Product Name“, “Stock Level Ascending” or “Stock Level Descending“.
  6. From the “Category” menu choose to categories you want to show.
  7. From the “Brand” menu choose to brands you want to show.
  8. Click the “Generate Sheet” button.the-sheet
  9.  This sheet will appear listing all products with their code, name, barcode, category, brand, software count, physical count and remarks.
  10. Click the “Print” button to print the sheet.
  11. Click the “Export Options” to export the file to CSV or PDF.



Contact us if you have an issue or more questions.



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