Creating a New Stoctake
1. Login and click 
icon.
2. Click on Stocktake and then Click on SmartStocktake
3. When SmartStocktake loads, it should open the Stocktake list window default.
4. Click the 
icon.
5. Follow the Create New Stocktake wizard to enter all information for your session.
6.
a. Assinging stocktake users is not a mandatory step. If you do not wish to assign stocktake users, simply click the icon at the top of the pop-up.
b. If you do wish to add Stocktake Users, simply search for their name and toggle the to
a 
.
7. Your new stocktake session has now been created.
You can view all barcodes assigned to your new session in the Barcode List.
8. If you wish to make any further adjustments to your session before scanning barcodes, simply modify the details in the Filter Section and then click 
icon
Once you have setup your Stocktake you can now start Scanning in your items. Click below to view SmartHelp Article in regards to Scanning your items.
Scanning items into your Stocktake