Enter values for a stocktake

Find this screen

Open: Stock Control > Enter Transactions > Adjustments > Stocktake Enter Values

Open: Stock Control > Enter Transactions > Adjustments > Manage Stocktake

How to

Enter the stock counts

Note: Before you can enter values for a stocktake list, you must save the list so it has a status of Entering values. If you haven't done this yet, see Save a stocktake list (when you're ready to enter values).

You can enter your stocktake values directly into the Web Portal app, which is handy if you want to do your stocktake on a tablet or laptop. This is a new way to enter your stocktake in the Web Portal, and is different to using the Sage 200 desktop where you would enter values on a printed stocktake list before you enter them in Sage 200.

Open: Stock Control > Enter Transactions > Adjustments > Stocktake Enter Values

Note: Alternatively, open Manage Stocktake, select the Stocktake name that you're going to count, then select Enter Values.

1. Select the Warehouse and Stocktake name that you're going to count.

   Note: The terms Warehouse and Bin can be customised, so they might have different names in your Sage 200 company. You can customise these by setting Configurable names in Stock Control Settings (in the Sage 200 desktop).

2. For each stock item, enter the new quantity in the Actual quantity column. This must a multiple of the stock item's stock unit.

   Note - information

   Your changes are automatically saved, so you don't need to save your progress during the stocktake.

   • You can enter a comment about the value in the Notes column, for example to explain a discrepancy.
   • The stocktake list will show the Expected quantity for stock items, if you chose to Show expected quantities when entering values when you created the list.
   • The stocktake list will pre-fill the Actual quantity for stock items, if you chose to Pre-fill Actual Counts when you saved the list.

3. Once you've finished entering values:

   • If you haven't finished the full stocktake yet, select Return Later.

   • If you've finished the stocktake and are ready to submit it for approval, select Finish Stocktake and confirm that you have finished.

     The status of the stocktake list will change to Requires approval.

To approve a stocktake, see Approve and complete a stocktake.

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Fix it

I get an error "Unable to save your last change"

Your changes are automatically saved as you enter values for your stocktake.

But if your last change could not be saved, you'll see an error "Unable to save your last change".

This could be caused by a problem connecting to your network.

We recommend that you stop entering values for your stocktake now, and select Return Later. Once you’ve reconnected to your network, you can return here to Stocktake Enter Values and continue with your stocktake.