To conduct a stocktake in WG, you download a copy of the Stocktake Import Template and populate it with the following information from your stocktake:
The csv file downloaded will include all the FIFO products in your stock list. Only the counted products need to be uploaded from the spreadsheet unless you are doing a full stocktake, where you will need to include all items with a 0 count.
You will also need to separate your counts per warehouse and upload separately, choosing the relevent warehouse from the dropdown each time. Once the count is complete, choose the stocktake csv file and uploaded the stocktake to apply the counts.
Stocktake Best Practices:
- Ensure that you have the correct unit cost for each counted product to ensure the SOH value in Xero is correct.