Healthmanager Store Department

how to perform Stock taking

  1. From the left navigation menu, click Inventory.

  2. Select Stock Taking.

  3. Under All Products, use the search box to locate a product or browse the product list.

  4. Click the product you want to take stock on. The product details will appear in the panel on the right.

  5. In the Physical Stock Level field, enter the quantity physically counted for that product.

  6. Click anywhere outside the right panel to add the item to the stock-taking list.

  7. Repeat Steps until all products stock level have been recorded.

  8. Click Summary in the top-right corner to review all recorded stock quantities.

  9. If required, click Copy, CSV, or PDF to copy, export, or save the stock-taking summary.

  10. Review the information to ensure all quantities are correct.

  11. Click Apply to save and finalize the stock-taking record.

Note: Clicking the Undo button will remove all stock-taking entries that have been recorded during the current session.