Stock Take Plugin

Installing the Stock Take Plugin

1. Go to E-commerce
2. Scroll down to Plugins
3. Search for Stock Take
4. Click the + button to add the plugin
5. Confirm installation

Using the Stock Take Tool

The Stock Take plugin is designed for fast, keyboard-friendly stock updates, making it easy to complete stock takes efficiently.

• Quick entry form for rapid stock updates
• Minimal mouse use – ideal for bulk stock counting
• Ability to add notes during stock take
• Simple product lookup using codes

Stock Take Screen Overview

Columns Explained:

• Stock Take – Entry identifier
• Code – Product SKU or code
• Product – Product name
• Stock Level – Current recorded stock
• Quantity – Updated stock count (what you enter)
• Notes – Optional comments (e.g. damaged, missing)
• Options – Edit product or actions

Reports Available

The plugin includes a range of built-in reports to help you stay on top of inventory:

• Out of Stock Report
• Stock Take Report
• Stock Level Targeting
• Products Sold / Provisioning
• Top Products Purchased
• Category Product Counts / Stats
• Balance Date Stock On Hand Summary
• Balance Date Stock On Hand Detail
• Print Barcode Product List

More reports can be found under E-commerce > Reports. 

Tips for Faster Stock Takes

• Use keyboard navigation (Tab / Enter) to move quickly between fields
• Enter product codes directly for faster lookup
• Complete stock takes in one session where possible for accuracy
• Use Notes to flag discrepancies for later review