Stock Take Plugin
Installing the Stock Take Plugin
- Go to E-commerce
- Scroll down to Plugins
- Search for Stock Take
- Click the + button to add the plugin
- Confirm installation
Using the Stock Take Tool
The Stock Take plugin is designed for fast, keyboard-friendly stock updates, making it easy to complete stock takes efficiently.
- Quick entry form for rapid stock updates
- Minimal mouse use – ideal for bulk stock counting
- Ability to add notes during stock take
- Simple product lookup using codes
Stock Take Screen Overview
Columns Explained:
- Stock Take – Entry identifier
- Code – Product SKU or code
- Product – Product name
- Stock Level – Current recorded stock
- Quantity – Updated stock count (what you enter)
- Notes – Optional comments (e.g. damaged, missing)
- Options – Edit product or actions
Reports Available
The plugin includes a range of built-in reports to help you stay on top of inventory:
- Out of Stock Report
- Stock Take Report
- تحديد مستوى المخزون المستهدف
- Products Sold / Provisioning
- Top Products Purchased
- Category Product Counts / Stats
- Balance Date Stock On Hand Summary
- Balance Date Stock On Hand Detail
- Print Barcode Product List
More reports can be found under E-commerce > Reports.
Tips for Faster Stock Takes
- Use keyboard navigation (Tab / Enter) to move quickly between fields
- Enter product codes directly for faster lookup
- Complete stock takes in one session where possible for accuracy
- Use Notes to flag discrepancies for later review
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