To use the new Stock Take functionality you wil need to add the correct user permissions, this guide outlines what permissions provide access to the features.
Head to Settings
Then Warehouse User Accounts
Find a user and click Actions > Manage Roles
Admin Roles (Web)
Role | What it lets you do |
AdminStockTakeView | Grants read-only access to the Stock Take section. It is one of the roles which makes the Stock Take menu visible. |
AdminStockTakeCreate | Create new stock takes, cycle count rules, and spot check rules. |
AdminStockTakeManage | Edit, activate, and deactivate existing stock takes and rules. |
AdminStockTakeResetAndDelete | Reset or delete stock takes and rules. |
AdminStockTakeOverrideCount | Bulk accept 1st counts as 2nd counts (skipping the need for a separate 2nd count). |
Mobile App Roles
Role | What it lets you do |
AdminMobileApp-StockTake1stCount | Perform 1st counts on the mobile app. |
AdminMobileApp-StockTake2ndCount | Perform 2nd (verification) counts on the mobile app. |
AdminMobileApp-StockTakeManuallyConfirm | Type in a product or location instead of scanning it. |
AdminMobileApp-StockTakeManuallyConfirmQuantity | Type in a quantity instead of scanning each item one by one. |
AdminMobileApp-StockTakeSkipOrReposition | Skip a location or jump to a different location during a count. |
AdminMobileApp-StockTakeDiscrepancyAlert | See a warning when your count doesn't match the expected stock level. |
AdminMobileApp-StockTakeSkipSpotCheck | Skip spot checks during a stock take. |