How to Use Stock Take Reasons

Overview

If you set up stock take reasons, you can select and record a predefined reason when you create a stock take or stock adjustment. This helps you to see not just where your stock is flowing but also the common reasons for stock takes to give you better insights into your stock management.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Stock Take Reasons

A screenshot of a stock take reason being created.

To create a stock take reason:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > System Setup.
  2. Hover over Materials and click Stock Take Reasons.
  3. Click Create Stock Take Reason.
  4. Enter a Name.
  5. Click Create.

Above the Stock Take Reasons table, use the toggle ON button to make this field mandatory for users to complete, or leave it as optional.

To edit a stock take reason:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Materials > Stock Take Reasons.
  2. Click the stock take reason you need to edit.
  3. Change the Name as required.
  4. Click Save.

To delete a stock take reason:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > System Setup > Materials > Stock Take Reasons.
  2. Click the A delete icon with a red circle and a white minus symbol. icon on the stock take reason to be deleted.
  3. Click OK.

To delete multiple stock take reasons at once:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > System Setup > Materials > Stock Take Reasons.
  2. Select the stock take reasons you want to delete, or click Select All.
  3. Click Delete.
  4. Click OK.

When you create a stock take, select a reason from the Reason drop-down.

A screenshot of a stock take with the Reason drop-down.