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Inventory > Performing stocktakes
You can also use the Count Inventory window to make adjustments to item quantities during regular inventory counts or whenever you find discrepancies.
Count the actual items in your inventory. You can print the Inventory Count Sheet report, which lists all your inventory items, and manually record your actual items on this.
You can print the Inventory Count Sheet by clicking Print in the Count Inventory window or, if you want to set filters, from the Index to Reports window.
To perform a stocktake
1
Go to the Inventory command centre and click Count Inventory.
2
Click Print to print the Inventory Count Sheet.
4
In the Count Inventory window, type the actual quantities of the inventory items in the Counted column. Any discrepancy between the counted quantity and the on-hand quantity appears in the Difference column.
5
Click Adjust Inventory. If there are differences between on-hand and counted values, the Adjustment Information window appears.
6
Click Continue. The Adjust Inventory window appears, displaying a line item for each adjustment you entered in the Count Inventory window in step 4.
If you entered a default adjustment account at step 5, that account appears in the Account column for each line item.
7
[Optional] Enter a reason for the adjustment in the Memo column (for example, Annual inventory count 2011).
8
Click Record to update your inventory.
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