---
title: "Recording and Managing Stock Takes"
url: "https://help.aurapos.com/en/article/recording-and-managing-stock-takes"
language: "en"
last_updated: "2026-02-09T08:03:17.627Z"
---

# Recording and Managing Stock Takes

The Stock Takes page is used to record, view, and manage stock takes. It displays a list of all recorded stock takes from the selected From Date, including Draft and Archived stock takes.

[Embedded content](https://www.youtube.com/embed/3DN8DO0hKvc)

When opening the page, you will see a list of all stock takes made since a specified **From date**. 

![](https://cdn-assets.productfruits.com/b853b28d-d57f-46da-a8ba-871d96f549ac)

You can also quickly select date ranges such as:

-   **Today**
-   **Yesterday**
-   **Last 7 days**

Or earlier periods

You can filter results by **Status**:

-   **Draft** – stock takes in progress
-   **Posted** – finalized stock takes
-   **All** – includes both Draft and Posted

You can also choose to include **Archived stock takes** in your search.

* * *

## Recording a New Stock Take

To record a stock take:

Click **New Stock Take** to open a new form.

![](https://cdn-assets.productfruits.com/3fd35fc2-f4fe-488f-a4eb-dc4861928e68)

Select a **Sub-Count** – Sub-counts divide the store into sections such as **Cold Room**, **Bulk Storage**, or **General**. Different staff members can record stock in different sections, and the system consolidates all sub-counts into the main stock take.

![](https://cdn-assets.productfruits.com/b5bd0954-a8f1-4a00-8518-ba95caedaa26)

New sub-counts can be added via the **Add** button.

![](https://cdn-assets.productfruits.com/38d055bd-17b5-4648-bef0-d156059938e3)

Next, choose the **Stock List** to use for the stock take.

![](https://cdn-assets.productfruits.com/d9216315-99ab-4abe-aae9-7e53ecd318ad)

Enter the **Date and Time** the stock take is recorded.

![](https://cdn-assets.productfruits.com/82a6cd56-343c-49c5-8fad-b330d2735f41)

Add any **Notes** about the stock take if needed.

* * *

## Capturing Stock Quantities

![](https://cdn-assets.productfruits.com/71ce1c5e-a5b0-4ec7-912d-b7c416bc0acf)

Stock is captured in two categories:

**Prepped Stock** – stock that has been processed (e.g., peeled vegetables, drained canned items)

**Bulk Stock** – stock that has not yet been processed or is otherwise still in bulk form/packaging.

| The distinction between Prepped and Bulk is important for items with a **wastage percentage**, as the system automatically calculates combined stock levels. |
| --- |

Always make sure check the **Unit of Measure (UOM)** so that reporting and costing calculations are accurate.

* * *

## Posting a Stock Take

New stock takes are initially in **Draft** mode. You can navigate away, and your progress will be saved automatically.

![](https://cdn-assets.productfruits.com/d59d0943-9696-4ae9-ae5c-8112540fd497)

Once all quantities from **all sub-counts** are entered, click **Post** to finalize the stock take.

![](https://cdn-assets.productfruits.com/6106b481-9e25-4611-a6bb-71a3f55f5a16)

| **Important:** Once a stock take is posted, it cannot be edited. |
| --- |

After posting:

-   The status updates to **Posted**
-   Stock fields become **fixed**

Return to the **Stock Takes** grid to view posted stock takes. 

![](https://cdn-assets.productfruits.com/5552e474-6e15-43a3-8734-a1d751b9506a)

Each stock take entry has the following options

![](https://cdn-assets.productfruits.com/8c9c7fab-d819-4ddb-a830-88101340ff2a)

-   **View** – see stock take details
-   **Archive** – store the stock take in the archive (if permissions allow)