Export the Item file for the external (3rd party) stocktake provider

Karla L

Fred Office Plus

Follow the steps below to export the item file for an external stocktake provider (3rd Party Company).

Tap Tools, then Item, then Stocktake Export.
Tap Export, then select the location to save the Export File. If unsure, save the file to the Desktop.
Enter a File Name and adjust the file type (if required). CSV file type is usually recommended.
Tap Save, wait for the confirmation prompt, then press OK (twice).

Before starting the stocktake, you must ensure all stock has been received into your store. Your external provider must include all stock in your shop including stock on shelves and any committed stock awaiting collection.