How to complete an end of year stocktake for large inventory?

HI Everyone. I thought I was all sorted for EOFY stocktake, but just realised I can only add 250 products to a stocktake report. I have 3,500 items in inventory and would love to know how everyone is approaching their stock take. Especially with a large inventory. I am a retail store so planning to close for 2 days now to do a full count using excel. I then am not sure how to do stock adjustments as this also has limitations.

Any advice would be very welcome.

Cheers

Dean

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Erik Merkley

Are you using Neto Advanced Inventory?

Assuming you don't: Import/export is your friend! Neto has a very powerful import/export system. Export your SKUs and current stock levels. Enter your counts in Excel. Calculate the adjustment to make for each location. Import these adjustments back in to Neto. You can import either absolute stock levels or a +/- adjustment.

We count ~2,500 SKUs across 4 locations every year with no issues.

Dean Spencer

Hi Erik, thanks so much. I am on Neto 360 and I think that includes Neto Advanced Inventory. I can normally do stocktakes easily through stock control on cpanel, just not with this big one. Will uploading the .csv work to complete a stock adjustment? Will it also give me the value of the stock adjustment at the end?

Erik Merkley

If you go into a product page and scroll down to Stock Control, can you manually adjust the stock in your warehouses? Or is it greyed out?

Dean Spencer

It is greyed out. To make any changes normally I have to complete a stock adjustment.

Erik Merkley

Ah ok then your stocktake must also be processed as a stock adjustment. That's bad, I don't think stock adjustments can be imported yet. One of the many reasons Neto Advanced Inventory is not suitable for large merchants yet.

Dean Spencer

Thanks Erik. Appreciate your help. I did ring Neto Support yesterday to see if they had any other way. They were going to ring me back in 30 mins, but that didn't happen. A bit disappointed that the advanced inventory isn't for large inventories. Not how it was sold to me.

Erik Merkley

I stand correct, stock adjustments can be bulk imported from CSV:

https://www.netohq.com/support/s/article/stock-adjustment-in-neto-inventory