Inventory Control

Stock Take Parameters

You can make some choices about how stock takes are going to behave with the settings in this function.

Retention Period

Enter the number of days to retain stock details for.

When you finalise a stock take, if the freeze date is older than the retention days, the details of the stock take run are deleted.

During End-of-day, any stock take runs that were finalised prior to the retention period will be removed.

Bins Must Exist

Select this option if you want to validate that the bin on the spreadsheet is an existing bin in the database when uploading stock take counts to a location that is set to use Multi-bin Tracking. This option prevents errors in the bins recorded in the system.

If you do not select this option, then the bin on the spreadsheet is created for the inventory item. This option gives you some flexibility to use stock take uploads as a way of ‘taking on’ new data and creating bins, or to validate bins against an existing pre-defined list that you want to adhere too.

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