To do a Stock Take in FLEX, head to Stock - Stock Take. Shown below is the screen you will see, with a list of previous stock takes shown.

Press 'New' to start a new stock take, or 'Update' to continue an existing one. The following screen will appear:


Press Barcode Entry to start the Stock Take. A box will come up asking you to Scan or Enter Barcode. 
  • If you are using a barcode scanner, simply scan the barcode, FLEX will enter the barcode just scanned and bring up the same window again.
  • If you do not have a barcode scanner, simply type in the barcode and press Confirm (or ENTER on your keyboard), FLEX will enter the barcode just scanned and bring up the same window again. IMPORTANT: If you have 4 units of 1 item, scan it 4 times!
  • If you are using a mobile device, please see Using the Stock Take App


Tip: When adding stock items to the stock take by scanning barcodes, a confirmation message is displayed in the status bar of the window confirming the item description & price.

Note: If a stock take is being completed on multiple computers, the 'Keep In Sync' option should be enabled to ensure everyone sees the updated stock list at all times
When you have finished (for now or overall), press Quit Scanning. The original window will be back, but with the data you entered.

Press Check for Errors. FLEX will ask Have you counted and entered every item of stock? Click either Yes, Check for Errors if complete or No, Cancel if you pressed this by mistake. The example for this page from FLEX is shown below. You can delete an antry from a stock take by right clicking and choosing 'Delete Item.

The Counted Qty can be manually over-written. If it then corresponds with the Stock count on FLEX, the red illumination will go out. If there is still an Error but you have ticked the Verified box, the light will also go out. This is shown in the example below. 


Click Close when all items are verfied.



The Stock Take can then be closed, and the final message below will be asked:





This completes the Stock Take process. It can then be Printed if needed.

Separate paper reports of Takes and Valuations are also available under Business Intelligence - General Reports - Stock.

We recommend remote training for this - call us on 0800 310 2400