Do you have Xmas stock that you will be boxing up and then stored until next year? 

Here is a suggestion how you can process the stock in question.


Create a stocktake section


From the Main Menu:

  • 2 Stock control, 3 Stock maintenance, 6 Maintain product collections, 2 Maintain stocktake sections
  • F3 [Add]. Give a suitable name (“Xmas Stock xxxx” – where xxxx is last year)
  • F12 [Accept Details]


Put products in the new stocktake section and then do stock check


From the Main Menu:

  • 2 Stock control, 3 Stock maintenance, 1 Maintain products in bulk

  • F3 [Add]. Give the criteria a name if you want to use this again in the future

  • In the Stocktake sect. field type part of the new stocktake section just created
  • Enter and select the stocktake section
  • F12 [Accept Details] NB: no items will be listed
  • F2 [E Edit list Item by item]

  • Scan barcode/enter PLU/ or search for each product to create your list

  • F12 [Accept Details] once when all listed


(Optional) You may want to set to hide and don’t order

  • F7 [Set stock]
  • 2 [Hide/Show] stock
  • Tick Set
  • F12 [Accept Details]
  • F7 [Set stock]
  • 4 [Dont order Set/Unset]
  • Tick Set
  • F12 [Accept Details]


  • F8 [Stock Check] check and correct the SOH in needed
  • F12 [Accept Details]
  • F7 [Set Stock]
  • 5 [Stocktake section] and press spacebar
  • Select the new stocktake section
  • F12 [Accept Details] twice and Y at the prompt


NB: Remember to exclude this stocktake section from rolling stocktakes.