By default, the stock take list shows all stock takes created across all stores, ordered by due date (due first). Tap All stores to filter by a specific store. Search for a stock take by the name given, or filter by status. All columns are also sortable.
Create a stock take
From the back office, tap the 
Stock control section in the navigation list, then Stock take.
Tap the + Stock take button in the top right to create a new stock take.
Stock take name
Due date - When you wish the stock take to be completed by. The due date will be displayed in the stock take app. The status of the stock take will change to Overdue if the stock take is not submitted by the due date. This status will be reflected in the app, the stock take list in the back office and also on the back office dashboard to highlight a stock take is overdue.
Assign to - Assign the stock take to a member of staff. The name of the staff member will appear against the stock take in the app. All staff members can see the stock take and it can be completed by other staff members if required.
Match all selected filters? - If multiple filters are added to the Specify a product, brand category or tag section below, product will only be displayed if they match ALL criteria. For example, the product has the set Brand AND Tag AND Category. If this option is not enabled, this is OR
Include archived products? - Enable if you wish to included archived products as some may still contact stock.
Warehouse - Select the warehouse relevant to the count. You may have one warehouse per store.
Specify a product, brand category or tag - By default, a full stock take will be generated once you select the warehouse, use this section if you want to filter down
Tap
Save.
View a stock take
Tap a stock take in the list to view the stock take information.
Once a stock take has been started, from the back office or the stock control app, the stock take progression will be displayed in real-time. The Stock gain, Stock loss, Stock net value and Stock quantity fields will also be updated, but only apply to the stock that has been counted so far. This information is valuable only once the completed stock take has been submitted but provides an idea on the accuracy of your stock levels as the stock take progresses.
The stock take can be deleted if it has a status of New. Once the stock take has been started it can no longer be deleted. A stock take can be Abandoned from the back office or the stock take app. You can also print the stock take if required. Both options will be displayed was the stock take has been started.
Perform a stock take
A stock take can be performed from either the back office or the Stock control app. The mobile stock control app enables you to walk around the store and stock room scanning products. This is the recommended option. To perform a stock take using the Stock control app, please refer to the Perform stock take section within the Stock control app help centre.
To perform a stock take from the Back office, tap Start Now. The Counted column will become editable, allowing you to input the number of stock counted. The Difference column will display the difference between the expected and counted stock.
The stock take view in the back office will update to show the progress of the stock take (0% upon creation).
Review a stock take
If conducting the stock take in the back office, tap the browser refresh button to update the progression status. Progression will be auto-updated if conducting the stock take from the Stock control app. You'll be able to see the same progress of each count.
If a staff member excludes a product from the stock take within the app, the stock quantity is not updated updated and the 
icon is displayed to highlight that the product was excluded.
If a product has been sold since the stock take began, a 
icon is displayed indicating the product requires a recount as the stock levels have changed. The user is also alerted to this in the Stock control app.
By default, the stock take is filtered to show all products within the stock take. Tap Show All to filter to show only Counted, Uncounted and Excluded products.
Submit a stock take
The stock take can be submitted from the back office or the stock control app, depending on your operational workflow.
To submit a stock take from the back office, tap Submit. A dialogue will be displayed asking you to confirm stock take completion, any discrepancies or uncounted stock will be flagged. You'll be able to confirm whether stock left uncounted should be excluded from the stock take or if the quantities should be reduced to zero.
If you've sold an item since the stock take began, you'll be notified and ask to confirm if the count is correct. Upon confirmation, stock levels will be updated.