Modify a Stocktake

Before you begin

Below are the steps to take to modify a stocktake. These steps begin with the following assumption:

• You are viewing the stocktake you wish to modify (see Find and View a Stocktake.)

Steps to take

Take the following steps to modify a stocktake:

1. If required, tap in the Description field then enter a description for the stocktake. For example, “March Full Stocktake” or “April WIP Count.”
   
   
2. If required, tap in the Date field and select the date on which the stocktake is occurring.
   
   
3. If required, tap in the Time field and select the time at which the stocktake is occurring.
   
   
4. If required, tap in the Team Leader field then enter the name of the count team leader.
   
   
5. If required, tap in the Team Member field then enter the name of the count team member.
   
   

Where to from here?

• Create a section in the stocktake. (See Create a Section)
• Delete the stocktake. (See Delete a Stocktake)
• Send the stocktake. (See Send a Stocktake)