Stock Take

Stock Take

10. Stock Take

The Stock Take feature has been made to help you to check if your warehouse(s) physical stock matches with the ERP one for each product.

If some stock discrepancies are found, the stock take will automatically correct them once applied, to adjust ERP stocks to the real ones.

It’s available from menu Embedded ERP > Inventory Management > Stock Take.

1. Creation

To create a new stock transfer, access its main screen first (Embedded ERP > Inventory Management > Stock Take).

Then once the grid is displayed, click on New Stock Take button located at the top-right of the grid.

This will load a new screen called “Create new Stock Take” :

Here is the description of each field displayed on this screen :

LabelName of the stock take
WarehouseWarehouse where the stock take is processed
StatusStock take current status
WebsiteNot managed at the moment
Use bin locationsAllows to process the stock take location by location. Useful in the Scan screen, especially when the Product Selection option is set on “All”
Product SelectionSelect the stock take processing method
ManufacturersOnly enabled if the Product Selection method is set on “Manufacturer”. Allow to chose products manufacturer(s) to process the stock take on
NotesAdd personnal notes about this stock take


Set the Product Selection option on “All” can throw time out errors on the “Scan products” screen, as products collection loaded can become really big.

We advise you to use a “Random” or “Manufacturer” value for the Products selection option, in order to limit the products collection size and prevent time out problems.

If you still want to process a stock take on all your products at the same time setting the Products Selection option on “All”, please also enable the option Use bin locations. This will add a “Location scan” step at the “Scan” page load, limiting the products to scan to the chosen location, and so prevent time out errors.

2. Scan Products

You can also scan products you want to add to the stock take using your barcode scanner, with the “Scan” function.

This function is available clicking on the Scan Products button, located next to the Save button.

The “Scan” screen looks like :

From this screen, simply scan your products barcode to add them to the stock take.


You can also use the + and - buttons to increase or decrease the quantity manually.


If it seems that barcodes are not well recognized, please check :

  • That ERP can correctly find them by typping their barcode using your keyboard, making sure nothing is focused when you type the code.
  • That your barcode scanner is correctly adding a cariage return at the end of each barcode scanned.

Use the “Save” button to validate your scans. Then you can check what have been scanned in the “Products” tab.

3. Import Products

If you don’t want to scan your products, you can also import a csv file with the scanned quantity.

It can be done in the “Import / Export” tab.

4. Print

The “Print” button allows to print a PDF file with all products in the stocktake and their status.

5. Apply the stocktake

Once your stocktake is complete, you can apply it using the “Apply” button.

All stock movements that will be created are listed in a grid in order to check what is going to be applied.

You can then use the “Create stock movements” button to update your stock levels.


If some products you scanned during the Scan step are missing from the Apply grid, it can be due to some PHP settings that need to be increased.

More information in the FAQ - Stock take scanned items not considered

    • Related Articles

    • Stock Discrepancies

      Stock discrepancies Description This report is available from Stores > Configuration > Inventory Management > Stock Discrepancies by clicking on the Display button. It can be updated : Using the Update Report button at the top right corner, for small ...
    • Stock Helper

      Definition The stock helper screen has been designed to help you to optimize your products ideal & warning stock levels depending of procurement and sales history data. In this grid, you will find for each product one row by warehouse it is ...
    • Stock Transfer

      11. Stock Transfer The Stock transfer feature is designed to help you to transfer stock between warehouses. It’s available from menu Embedded ERP > Inventory Management > Stock transfer. Here is described how to process a stock transfer. 1. Creation ...
    • Mass stock editor

      9. Mass stock editor The mass stock editor is designed to easily update inventory level and shelf location for products. It contains the following columns : Sku / Product / Status : Product information Qty in the warehouse : Physical quantity in the ...
    • Supplier Stock Import

      4. Supplier Stock Import Drop Shipping module brings a new stock import feature that will import stock from a CSV file into any “supplier warehouse”. This will help to keep a warehouse updated with your supplier stock to then allow it to be purchased ...