While Timely doesn't currently have a dedicated stocktake feature, it is possible to complete a stocktake using Timely. Here's how:
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Run the Stock levels report
To start, run the Stock levels report to get an up to date record of your stock levels as they are in Timely:
- Go to the Reports tab.
- Select the Stock levels report and click View. The report can be filtered by location and professional/retail stock.
- Print a copy of the report.
You can use this report to physically cross-check your stock, to ensure it matches what is recorded in Timely.
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Check your 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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Adjust your stock levels
Once you've finished your physical inventory check, you can use our
- to adjust the stock levels of multiple products in one go.
- You can use the '
- ' reason to ensure you have a good audit trail for the adjustments:
