The Inventory Taking module is used to adjust the inventory quantities in the Megaventory account to match with those of an actual physical count. The same module is used to log the Initial Quantities of products in each inventory location and is often used as the first step after a full or partial Database Reset and before going ahead with live/production data and day-to-day issue of documents with Megaventory.
To start the process, click on the Inventory Taking button on the INVENTORY dashboard:
The three-step inventory taking process starts by selecting an inventory location.
In case there are no Goods Inbound documents in the selected inventory location then, the second step operation will require setting the Initial Quantities in the selected inventory location. In case there are Goods Inbound documents in the selected inventory location then, the second step operation will prompt the user for the download of the Adjust Product Quantities spreadsheet.
Since the download of the spreadsheet file (step 2 in the Inventory Taking process) contains quantity/availability information for the selected inventory location, the user permissions for step 2 of the Inventory Taking module are inherited from the Inventory (On-Hand Inventory and Alerts) module. Since the upload of the spreadsheet file (step 3 in the Inventory Taking process) adjusts quantity and costs for the selected Inventory Location, the user permissions for step 3 of the Inventory Taking module are inherited from the Documents (Inventory Transactions and Invoices) module. See User Permissions for more.