Setting up Stocktakes Based on Order Class

If you select to count stock based on order classes, you need to setup order classes for the various stocktake frequencies and you need to set the Auto Stocktake flag on each order class.

For example, your order classes might look like this:

1. Select INVENTORY | STOCK CONTROL | ORDER CLASS UPDATE.
2. Select an order class, or setup new order classes if required.
3. Select Auto Stocktake in the Order Type field.

This screen shows how to setup an order class for monthly stocktakes.

Now you need to set the order class on the individual items:

1. Select FILE | INVENTORY.
2. Select an item.
3. Select the Purchasing tab.
4. Select a location to display the Warehouse Details screen.
5. Enter the appropriate order class for the item in the Order Class field, e.g. 12, 26, 52, etc.

Now you need to make sure that the stock selection method is also set on each item - refer to "Setting up the Stock Selection Method".