Customer support zone

The stocktaking is always entered in the system for the period from the last stocktaking to any date, maximum, up to the current day. Stock items can be entered into the Stocktaking and saved as unfinished, similar to other stock activities.

Stocktaking list for employees to fill, you can print in Vento. More info about stocktaking list, click here.

When the stocktaking is completed, the stock is balanced with the stocktaking quantity. Losses or surpluses are then quantified in the stocktaking. 

Stocktaking correction is possible if it has not been locked by the stock operational balance. The stocktaking can be canceled and created a new one.

Individual stock items can be added to the stocktaking more than once, so it is not necessary to add up the items before entering, if you have stock items in several places. The last entered stock item in the stocktaking always shows the current stock correction, so the stock items already entered in the stocktaking are also taken into account.

At the end of the stocktaking, all stock activities for the stocktaking period will be locked and the stocks of stock items will be adjusted. When adding a large number of stock items to the stocktaking, we recommend that you continuously save the items to the stocktaking in progress, because of the possible expiration of the time limit for user login for security reasons.

You can exclude some of the items from the financial differences, so that they do not figure in the quantified losses and surpluses.

To create a new stocktaking:

1. In menu click on Stock - Stocktaking.

2. Select the stock where you will create a new stocktaking, fill time range from - to.

3. Click on button New stocktaking.

4. In next step fill inventory name, stock and stocktaking date.

5. Click on Create and enter items.

6.Enter the items and their quantity as you actually have them in stock.

You can add multiple items or add recipe stock items in the right side menu.

Import list: used to upload an stocktaking list generated in Excel, where you just fill in the quantity found. You can find it via Stock → Stocktaking list.

Validation is always by stock item ID, which can be found from the url line in the detail of each stock item.

Import general: a sample Excel spreadsheet can be downloaded, which can then be filled in and uploaded.

Validation can be selected by stock item ID, by stock item name(Name), stock item code(Code).

Stock items that have a found quantity of 0 must be entered manually, not by spreadsheet.

If the quantity is not filled in the table and the row is left blank, the stock item will not be imported into the system.

The system is case sensitive in case of validation by name. Coca Cola or coca cola are therefore 2 different stock items for the system.

In case you want to upload already from the spreadsheet for some items with an exclude from the financial differences, in the column "Exclude" change N to A.

If you have 1 stock item entered on more than one row, press "Update Differences", or the items will be merged when the inventory is saved and closed.

If the unit of quantity, ID, name, etc. is not valid when importing, the system will warn with an error message and the file will not upload. It is necessary to edit the table and upload again until it is error free.

The system does not check how many times the table/inventory list has been imported into the system. Therefore, the upload should only be done once once it is complete and without mistakes. Alternatively, items can of course be manually inserted/edited/removed.

7. If you have stocktaking done, click on button Finish stocktaking in the right side menu.

In case, that you will not finish stocktakig, it is possible to continute in the future.

Unfinished stocktaking you can find in menu Stock - Stocktaking and there find unfinished stocktaking. Through icon of pencil you can go to stocktaking and continue.

Tip: In case, that is not possible to finish stocktaking you must close all unfinished activities (receipt cards, transfers, etc.) You can do it in menu Stock - Activity list - Activity type all - display all unsaved, require confirmation documents in line Document state.