Running a stock take

Sometimes the stock you actually have can be different to that recorded in your software, for example, it may have been damaged or lost. You can use this option to enter the correct quantities you currently have in stock.

When you enter the current stock levels for your products and an adjustment in or out is posted in your stock activity to correct the stock level.

To post a stock take manually

Products > select the required product records > Stock Take.

Select Enter manually > complete the Stock take as follows:

Product Code	From the drop-down list, choose the required product code.
Details	The product code description appears automatically.
Date	Enter the date of the stock take.
Ref	STK TAKE automatically appears here, however you can change this if required.
Actual	Enter the actual number of the selected product item you currently have in stock. Note: If you enter a value of zero, that indicates that you have nothing in stock and therefore an adjustment is posted to adjust the stock to 0.00. It is important to ensure that you do not enter a zero value or leave this field blank when you post your stock take details unless you actually have zero in stock.
Cost Price	The cost price automatically appears here.
In Stock	This is the current quantity in stock.
Adjustment	The adjustment value appears here. This is the difference between the In stock and Actual figures. If you currently have more items in stock than was previously recorded, this appears as a positive value. If you have fewer items, the adjustment figure appears as a negative value.

Post stock take > Close.

Tip: If you often use the Stock Take option and you want to memorise the information in this window to use at any time, you can use the memorise and recall options. Find out more

To import the stock take

Products > select the required product records > Stock Take.
Select Import > complete the Stock take as follows:
Select the file type you want to import > Browse > select the file > Open
If your data does not have a row of headings, clear the First row contains headings check box > Next.
Use the Field Mappings window to link the imported data to the correct fields in Sage Accounts.
Complete the Imported Field column as required, choosing the relevant field from the drop-down lists.

Tip: If you need to remove your selections and start again, click Clear Map. Use Save Map to record a map so you can use it again. Use Load map to load a map you have already saved.
Once all of the required fields have been mapped, click Next > Import > Close.
Post stock take > Close.

Find out more about File Import