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While Timely doesn't currently have a dedicated stocktake feature, it is possible to complete a stocktake using Timely; to ensure you understand what products are available to you and your clients at any given time. In this guide, you will see an overview of frequently asked questions (FAQs) regarding how you can conduct a stocktake.
Frequently asked questions (FAQs)
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How do I run the stock levels report?
- Head to setup from the main menu in your Timely account dashboard
- Go to the reports tab, and select the stock levels report > then click view
- The report can be filtered by location and professional/retail stock
- Print a copy of the report. You can then use this to physically cross-check your stock
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How do I check my inventory against the stock levels report?
Use the printed report to cross-check your physical inventory with what the report shows (i.e. what stock levels you have in Timely). Record any discrepancies to be adjusted once you are finished checking.
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How do I update my stock levels in bulk?
See our help guide How to update your stock levels in bulk for more information.
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Potential Workaround
To track the stock used during treatments, it’s recommended to record it under the professional stock category in Timely. When a product is used in a treatment, you can adjust the corresponding quantity from your professional stock to reflect the usage correctly.