Stock Take Worksheet: options and information

Available in Microsoft Office Accounting Professional 2009 only.

The Stock Take Worksheet report is a printable form that you can use to take a physical count of your stock. You can use this information to trace theft, track shrinkage or shortage and to make adjustments to your financial records to make them match the actual count. Default information in this report includes product names and descriptions, quantities on hand and a blank column to record the actual count. You can use additional column options to view product codes (if you have selected Use product codes in the Preferences dialog box) and active status. The report displays the current date, but you can modify the date by using the Date toolbar or or changing the Filter Options.

In the Stock Take Worksheet report, you can do the following:

  • Click a column heading to sort all report contents by that column.

  • Double-click a row to open the Stock Valuation report for the product or service on that row. You can then double-click each line item in the newly opened report to open the original transaction forms.

    Note: If you open a report and edit an underlying document, you need to refresh the report to see the effect of your changes. Click Refresh Report   Button Image on the toolbar or press F5.

When you move the mouse cursor over information that is linked to additional details, the cursor changes to a pointing finger. This indicates you can double-click that location to display associated information, such as opening the original transaction document.

To open this report, point to Stock on the Reports menu, and then click Stock Take Worksheet.

The following table provides links to topics that describe additional ways in which you can work with this report.

To learn how to

See this topic

Modify the appearance of the report.

Modify a report

Filter the report to focus on specific areas.

Report filter options: Stock Take Worksheet

Export the report for further analysis.

Export a report to Microsoft Office Excel

Print the report.

Print a report

Save the format of the report after you have customised it.

Save a report

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