Edit Stocktake

Edit Stocktake

Edit Stocktake

To edit a stocktake go to Data and then Stocktakes.  You should see a list of entered stocktakes.  The Edit button lets you change the stocktake details.  The inactive Count checkbox can be ticked if you want the reconciliation to ignore this count.  PalletWatch would then use the next closest count.  The Clone button can be used to bring up the Edit Stocktake form and you can enter stocktake details based on similar details to the row with the Clone button.



    • Related Articles

    • Stocktake Permissions

      Stocktake Permissions There are three stocktake permissions: Stocktake - Create  This lets you create a stocktake but once it is saved the user can view the stocktake but cannot edit and change the count. Stocktake - Write This lets you create and ...
    • Stocktake Adjustment

      Stocktake Adjustment Ideally your would want to count your equipment on the same date as the invoice.  This is not always practical so PalletWatch allows you to count your equipment on a different date to the invoice date and then adjusts your actual ...
    • Making a user inactive

      Making a user inactive You can make a user inactive by doing the following: Go to Data/Users. Search for the user. Click Edit. Untick the Active checkbox. The reverse applies to make a trading partner active.
    • Create new stocktake

      Create new stocktake Stocktakes should be conducted at least monthly and as close as possible to the CHEP or Loscam close off dates. Irrespective of this, PalletWatch will display an adjusted count to bring it in line with the invoice date so you can ...
    • Edit Docket

      Edit Docket You can use the filters to bring up one docket or a range of dockets.  The buttons at the left of each docket lets you perform a number of actions: Edit - lets you change the details of the docket.  There are some things to note.  If the ...