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Upon first login, Stocktaken provides a default inventory table. You can use it immediately or customize your workflow by creating new tables—define columns and naming to suit your needs.

Select your table and click “Add New Entry.” Fill in the date, quantities (bought, sold), and optional remarks. Your entry will update the stock balance and summary totals automatically.

Admin users can create multiple sales accounts (salespersons), each with its own login. Salespersons can add stock entries but cannot delete or edit others’ entries. Admins retain full edit/delete rights.

Visit our Support page for in-depth docs, video tutorials, or contact our team via the Contact Us form. We’re here to help you maximize Stocktaken.