# How To: Perform a Stock Take

_By Brandon Munn · Jan 29, 2026_

**Stock Takes** allow you to make sure that your live **Stock** in BrewMan matches the amounts in real life and can be done at any time. You can choose to do a full **Stock Take** for a **Stock Location** or you can perform it only for certain **Stock Types**, **Stock Groups** and **Suppliers**.

When counting stock, any item that is out for delivery or that has been invoiced and delivered but not yet **Posted to Accounts** would be counted by the system in your **Stock Take**. To make sure your **Stock Take** is as accurate as possible, it is recommended to **Post to Accounts** before you start and make sure there are **No Active Journeys**. The system will warn you about this before you start.

To begin, go to **Stock** → **Stock Takes** and click **New Stock Take**.

You will first have to enter:

**Location -** Choose the **Stock Location** you wish to do the **Stock Take** for.

**Stock Type -** Select **All** or choose just **Materials** or **Products**.

**Stock Group -** Select **All Stock Groups** or choose certain ones **.**

**Supplier -** Select **All Suppliers** or choose certain **Suppliers** from the dropdown menu **.**

**Reason -** Add a **Reason** for the **Stock Take**.

**Show Items With Zero/Negative Stock -** Choose if items with a negative stock figure should be shown.

Now, click **Start Stock Take**. The system will then tell you when you last posted to accounts and if there are any active journeys.

Once you have started the **Stock Take** you can, if you wish, click **Print Stock Take Sheet** in the bottom right of the page.

You can at any stage save and close the page and come back to the **Stock Take**. However, you cannot have more than one active **Stock Take**.

To adjust the stock levels, click on the **Counted** column next to the relevant **Product** / **Material** and enter the figure you have counted. You will then see how much of an **Adjustment** the system will make. **Products** are recorded in **Units** whereas **Materials** will show the relevant **Unit of Measure (UoM).**

If the **Current Stock Level** is correct, leave the field blank and there will be no change. 

When finished, click **Complete Stock Take**.

You will then be asked if you are sure you would like to complete it. This cannot be undone and after confirming, **Stock Levels** will be adjusted.

[View this article on the web](https://premier-systems-ltd.featureos.help/en/articles/how-to-perform-a-stock-take)