Stock Locations and Stocktake forms

MattH
MattH Member Posts: 2 Novice Member Novice Member

Hi, I have recently completed our stocktake and it is currently an inefficient process as I am unable to print my stock take work sheets by location. It looks like you can add a Bin location via custom fields, but I cant see how to add the Bin location column to the stock take work sheet. It has led me to consider a bar code scanner system where hopefully i can click on a bar code on the stock box and enter the count, hopefully reducing time required. I would prefer to be able to sort my stock take sheets by location though. Any idea's folks?

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,208 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Welcome to the forum Matt ! 😊

    The Stock Take Worksheet report is just a standard template that unfortunately, isn't editable.

    Although not ideal, a possible workaround is to use a Custom Field in your Items for Bin Location. You could then export the Stock Take Worksheet to Excel & filter/group it by that specific column from there ?