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Stock Take - Custom Lists

Written by Alyssa Reynolds
Updated this week

When setting up Stock Take Cycle Counts, you can select the below options, these options need to be setup first:

Custom Location Lists

Custom Product Lists

Create Custom Location Lists.

To configure Custom Location Lists, please do the following:

  1. Go to Stock Take.

  2. Choose Extras.

  3. Navigate to Custom Location Lists.

  4. Click Create New.

  5. Select a Warehouse.

  6. Enter a Range Title.

  7. You can then either:

    1. Type a list of locations for example: (A1-01, A1-02, A1-03).

    2. Download the template, enter the locations, then re-upload the template.

  8. Click Create.


Create Custom Product Lists

To configure Custom Product Lists, please do the following:

  1. Go to Stock Take.

  2. Choose Extras.

  3. Navigate to Custom Product Lists.

  4. Click Create New.

  5. Select a Client.

  6. Enter a Range Title.

  7. You can then either:

    1. Type a list of SKU's for example: (SKU-001, SKU-002, SKU-003)

    2. Download the template, enter a list of SKU's, then re-upload the template.

  8. Click Create.


Bulk Actions

On both pages you are able to bulk Delete selected Custom Lists.

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