{"id":32457,"date":"2025-11-15T10:42:13","date_gmt":"2025-11-15T10:42:13","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?p=32457"},"modified":"2025-11-28T12:18:12","modified_gmt":"2025-11-28T12:18:12","slug":"create-a-stock-take-document-in-odoo","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/product\/inventory\/create-a-stock-take-document-in-odoo\/","title":{"rendered":"How to Create a Stock Take Document in odoo"},"content":{"rendered":"\n<p>Stock take(also known as Inventory Count or Physical Inventory) is the process of manually counting and recording all inventory items a business holds at specific point in time.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Verifying actual stock vs system stock.<\/li>\n\n\n\n<li>Detecting theft, damage or data entry errors.<\/li>\n<\/ul>\n\n\n\n<p>To access the stock take in the <strong>HHT<\/strong> module, it will automatically take you to the Stock take page.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Create a Stock Take<\/strong> <\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Date:<\/strong> Choose the Stock take <strong>date<\/strong> otherwise its choose the default date.<\/li>\n\n\n\n<li><strong>Location:<\/strong> Choose the stock location for counting. Example inculde:<\/li>\n\n\n\n<li>Virtual Location\/Inventory adjustment (for adjustments).<\/li>\n\n\n\n<li>Virtual location\/Scrap (for discarded items).<\/li>\n\n\n\n<li><strong>Product Category: <\/strong>Select a product category to perform the stock take on products within the category.<\/li>\n\n\n\n<li><strong>Brand &amp; User:<\/strong> select the product brand and choose the user who will validate the stock take.<\/li>\n\n\n\n<li>Once the Stock Take Document is saved, a <strong>Document number<\/strong> will be generated.<\/li>\n<\/ul>\n\n\n\n<p>Note: Both location and Product Category are mandatory fields.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"139\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Stock-Take-Mandantory-Field--1024x139.png\" alt=\"Odoo Inventory Stock Take Mandantory Field \" class=\"wp-image-32460\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Stock-Take-Mandantory-Field--1024x139.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Stock-Take-Mandantory-Field--300x41.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Stock-Take-Mandantory-Field--768x104.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Stock-Take-Mandantory-Field--1536x209.png 1536w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Stock-Take-Mandantory-Field-.png 1838w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Adding the Product<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>add a product, <\/strong>Create Stock take line popup will occur.<\/li>\n\n\n\n<li>In the <strong>Barcode<\/strong> add the product barcode or lot barcode, enter the product quantity in quantity field.<\/li>\n<\/ul>\n\n\n\n<p>Note: If the Product is an F&amp;V product, then add the product code<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Quatity limits and Validation for Serial Number Products<\/strong><\/h2>\n\n\n\n<p>A Maximum quantity of one can be assigned per serial number product to maintain accuracy. Attempting to assign quantities greater than one of serial number products triggers a validation error.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Maximum Quantity Limits for Stock Take<\/strong><\/h2>\n\n\n\n<p>In stock take quantity, there are some limits: entering a quantity of<strong> 1,000 or more triggers<\/strong> a validation error, preventing the action, and the <strong>maximum quantity limit<\/strong> of <strong>999<\/strong> applies even when the same product is entered on subsequent lines.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Display of MRP In Stock Take Documents<\/strong><\/h2>\n\n\n\n<p>The maximum Retail Price (MRP) is displayed within the stock take document for reference. Then <strong>save &amp; close <\/strong>option is not displayed in individual stock take line to streamline workflow.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"533\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Stock-Take-Product--1024x533.png\" alt=\"Odoo Inventory Stock Take Product \" class=\"wp-image-32466\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Stock-Take-Product--1024x533.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Stock-Take-Product--300x156.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Stock-Take-Product--768x400.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-Stock-Take-Product-.png 1079w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Stock Take Entry Loaded Product Information<\/strong><\/h2>\n\n\n\n<p>After Creating the Stock take, the following fields and values are loaded into each stock line<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>Barcode:89043638108\nProduct Name: &#091;100123108] ZEBRONIC E\/P-BUDS 30\nBatch No: 022025024800\nQty: 1\nMRP : 248.00<\/code><\/pre>\n\n\n\n<p>And <strong>click<\/strong> the Done button<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Status Change to \u2018Done\u2019 After adding Stock Lines<\/strong><\/h2>\n\n\n\n<p>Stock line are successfully added to inventory adjustment. The system automatically updates the document status to Done. The status change indicates the stock take process is completed.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"304\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Validate-1024x304.png\" alt=\"Odoo Inventory StockTake Validate\" class=\"wp-image-32470\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Validate-1024x304.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Validate-300x89.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Validate-768x228.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Validate-1536x455.png 1536w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Validate.png 1815w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Consolidate stock take Documents<\/strong><\/h2>\n\n\n\n<p>The <strong>Consolidate Entries <\/strong>option is enable automatically after all required stock line are added. This option allows user to combine multiple stock take entries into one consolidate document. Click the <strong>Consolidate Entries <\/strong>Button. The system shows the location of the consolidated entries. Then choose any one location in the popup, after confirm its.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"388\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Location-1024x388.png\" alt=\"Odoo Inventory StockTake Location\" class=\"wp-image-32474\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Location-1024x388.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Location-300x114.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Location-768x291.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Location.png 1084w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>The System Display the message <\/strong><\/h2>\n\n\n\n<p>Stock Adjustment Created With This Document SA00153 , Total Product Count 1.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>This indicates that a stock adjustment document (SA00153) has been created for the selected location.\n<\/code><\/pre>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"984\" height=\"185\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Consolidate-Entries.png\" alt=\"Odoo Inventory StockTake Consolidate Entries\" class=\"wp-image-32476\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Consolidate-Entries.png 984w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Consolidate-Entries-300x56.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenthplanet-Odoo-Inventory-StockTake-Consolidate-Entries-768x144.png 768w\" sizes=\"auto, (max-width: 984px) 100vw, 984px\" \/><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Stock take(also known as Inventory Count or Physical Inventory) is the process of manually counting and recording all inventory items [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[382],"tags":[99,470],"class_list":["post-32457","post","type-post","status-publish","format-standard","hentry","category-inventory","tag-inventory","tag-stock-take"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/32457","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=32457"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/32457\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=32457"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=32457"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=32457"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}