Introduction
This guide explains how to set up and record line checks. These can be viewed in the Line Checks report in the new reporting module to give you a variance against the expected stock.
Please note that line checks need to be set up in an outlet and can’t be managed through Head Office Stock Templates.
Step-by-Step Guide
Create a new stock location as you would for stocktakes and tick the For Line Check option
Save the new stock location and add the required items in the normal way
Go to the Stocktakes page and see you have an option for Detailed Line Check at the top of the page
Click on Detailed - Line Check and then Add Line Check
Ensure you have the correct date for your line check. If you are recording it after midnight for the day before, change the date to the previous day
Select your stock location and enter your quantities as you would for a stock take and click Submit
Please note
- Your line check won’t be included in the total value of your stock on the main Stocktakes page
- Your line check isn’t counted as closing stock in any other reports. Line checks are only used in the Line Check report