Find FAQs and related articles at the bottom of this page
Once a Stocktake has been created it will need to be submitted for Authorisation. This provides a chance to review the values prior to applying the changes to the inventory in Retail Express. Any products that are not authorised will be submitted for a recount, and will not have their inventory levels adjusted.
Important: Inventory levels are not adjusted in Retail Express until the Stocktake has been authorised. If any sales are processed during this time it may result in an incorrect stock qty after the Stock Take has been Authorised. It's best practise to not trade while a Stock Take is in progress. Products can be submitted for recount if required, however this will increase the amount of time it takes to perform a total stocktake of your products.
The Authorisation process is limited to Browser Stocktakes, as the Excel Upload Stocktake method assumes the file has been authorised prior to upload.
Authorised Stocktakes can be reviewed and reported using the Stocktake Report available at Reports > Stock Reports > Stocktake Report. Refer to the Reports - Stocktake Report article for more information.
Want more information? Find related articles here: