Add, change or remove a material stocktake

Learn how to add, make changes to, or remove a material stocktake.

Stocktaking is the act of physically counting your material stock. The stocktaking feature is used to record regular physical counts of your material and component stock so you can compare them to the counts calculated by Craftybase.

It is important to note that stocktaking should not be used to add or remove stock to the system. This feature is intended as a way to cross-check your physical inventory with your inventory in Craftybase.

This is an important task to undertake regularly to ensure that your manufacturing process is efficient and accurate.

This feature is available in our Studio+ plans.

Create a stocktake

To add a Stocktake:

Navigate to your Overview page.
Hover your mouse over the "More..." menu below the reports section. And select Stocktakes from the options
Click the Add Stocktake button on the list page that appears.
When you get to the New Stocktake page:

a. Select the Material as the Stocktake Type.

Note: components are considered materials for stocktake purposes and are included in results.

b. Choose how you want the system to generate your stocktake list by choosing All or Random.

c. Select the Total Count Size if you would like to limit your stocktake count to a specific amount (i.e. you'd prefer to stocktake only the first 100 items found).

If you choose Random, you can select which categories the system wants to pull from. This option is good if you are taking periodic cycle counts. All is good if you want something more comprehensive.

After clicking Generate Items to Stocktake, you will be directed to this page. You will enter your actual quantities and then click the double checkmark button to finalize it.

You will see different statuses depending on how much difference there is between what Craftybase calculated and the actual quantities you have entered.

Head here to learn more about Craftybase's stocktake accuracy ratings: Stocktake Accuracy Ratings.

Changing a stocktake

Only notes and code fields can be edited for a Stocktake once it has been generated. If the physical counts you entered are incorrect, you'll want to remove the stocktake and create a new one. This will ensure that all adjustments entered as part of the stocktake are reverted and your stock levels are returned to the correct pre-stocktake levels.

Removing a stocktake

To delete a Stocktake:

Navigate to your Stocktakes page
Hover your mouse over the ⋮ next to the stocktake code
Select Cancel Stocktake from the options that appear.

NOTE: Cancelling a stocktake will remove any inventory adjustments made for the materials involved.