--- title: How do I record a stocktake? description: The stocktake page is used for recording balance checks, and allows you to view the current balances in the Drug Register --- [Skip to content](https://help.strongroom.ai/knowledge-base-stronger/stocktake-1#main-content) English Show submenu for translations [Submit a Support Request](https://help.strongroom.ai/knowledge-base-stronger/kb-tickets/new?hsLang=en) [![StrongER Word Logo Black](https://help.strongroom.ai/hs-fs/hubfs/StrongER%20Word%20Logo%20Black.png?width=200&height=25&name=StrongER%20Word%20Logo%20Black.png)](https://strongroom.ai/) Open main navigation Close main navigation - English Show submenu for translations - [Submit a Support Request](https://help.strongroom.ai/knowledge-base-stronger/kb-tickets/new) - [Contact Us](https://help.strongroom.ai/knowledge-base-stronger/kb-tickets/new) [Contact Us](https://help.strongroom.ai/knowledge-base-stronger/kb-tickets/new?hsLang=en) Hello, how can we help you? - There are no suggestions because the search field is empty. 1. [StrongER Help Centre](https://help.strongroom.ai/knowledge-base-stronger?hsLang=en) 2. [Stock Management](https://help.strongroom.ai/knowledge-base-stronger/stock-management?hsLang=en) # How do I record a stocktake? ## The stocktake page is used for recording balance checks, and allows you to view the current balances in the Drug Register 1. **It is important to make sure that there is no stock movement of a product you are stock checking while doing a stocktake, as this can lead to balance errors** 2. Click on the **Stock Management \> Stocktake** on the left sidebar 3. Use the filters at the top-right of the page to filter the medications as required. The filters '**DD**' and '**Active**' are on by default, but these may be unselected, and your required filters selected (a list of the what the filters are, and their purpose are listed at the end of this page). 4. To print the current stock levels for the displayed medications, use the export button ![](https://help.strongroom.ai/hs-fs/hubfs/image-png-Jan-24-2024-10-26-06-4415-PM.png?width=21&height=22&name=image-png-Jan-24-2024-10-26-06-4415-PM.png) 5. Your **Expected** count of the medication and your stock on hand should match, if there are any discrepancies between your actual count and the value listed in the **Expected** column, *then you should resolve this prior to performing a balance check for that medication*. 6. To confirm the stock count in the **Expected** column is correct and that your balance on hand is correct, we need to enter the **Expected** value into the **Count** field: **This can be done in the following ways:** - - Manually type in the **Count** value - Click the chevron icon ![](https://lh3.googleusercontent.com/XHN_V1BknOzIsjdvFsWmaBP5-_AcntLhpDfbJACs3SI4TGOjUZ560nxmKARwDa5nF-jMoifgyF_Kdxnw8R902HNjijQr5jZOlTTKp8ZbDx-sLtWaGb3EQKjhetX0UtX3MNSHLMjtnIOELgQqSPJxPxI) to populate the **Count** value with the **Expected** value - Use the Enter key to populate the **Count** value with the **Expected** value and use Tab or the arrow keys to navigate between lines ![](https://help.strongroom.ai/hs-fs/hubfs/image-png-Jan-31-2024-09-55-01-7290-PM.png?width=628&height=1042&name=image-png-Jan-31-2024-09-55-01-7290-PM.png) 5.   The **Difference** column will then display the following information: | ![](https://lh4.googleusercontent.com/Ml4cw6D1vZhcojoTWV_5qXo4jiilVOsQptxHQTnW7rzJRK6gTPxKcq_OUoC6b9Y5uBdzXmp8euXBwXNQWwD7kU9eUroSRx5cou4QUFiYVegPZTj_cKXq2D3De1S1OKrqX2o4AlYKpF4-cStC1ejZsAI) | No difference between the **Expected** value and the **Count** value will show a green box with a zero | | --- | --- | | ![](https://lh3.googleusercontent.com/VWTjnSEWNBYY4j8zl54jwXuOw2om_rHSbrM618Hkkh5phQNqX6dzxdLt9VJtCVwVWG52TmspK-G6TPxZIFSZIMsqzpOpRqqYDq1IgkEynYsrVoq3a72AVW4PRyj9txgtRbia1w6T8xQT9eZNIvsmZ-E) | Any difference (higher *or* lower) between the **Expected** value and the **Count** value will show a red box with the discrepancy | *This gives a visual representation of any S8 count differences and allows the User to investigate discrepancies and rectify, as necessary* 6.  Enter a reason for the stocktake in the **Notes** window at the bottom of the screen (e.g. Balance Check) 7.   Once all required stock counts are entered, click **Continue** 8.   The **Confirm Stocktake** pop-up displays ![](https://help.strongroom.ai/hs-fs/hubfs/image-png-Jan-31-2024-09-55-27-8079-PM.png?width=687&height=631&name=image-png-Jan-31-2024-09-55-27-8079-PM.png) 9.   Review information, then enter username and password and click **Confirm**. The **Last Count** date will be updated accordingly, for the medications where the **Count** was entered ### List of filters in Stocktake The filter is active when background is full colour (shown below) and inactive when the background is white | **Filter** | **Filtering for** | | --- | --- | | ![](https://help.strongroom.ai/hs-fs/hubfs/DD-png.png?width=85&height=50&name=DD-png.png) | DD (Dangerous of Dependence) Schedule 8 medications | | ![](https://help.strongroom.ai/hs-fs/hubfs/Cannabis-png.png?width=229&height=50&name=Cannabis-png.png) | Cannabis products | | ![](https://help.strongroom.ai/hs-fs/hubfs/OTP-png.png?width=98&height=50&name=OTP-png.png) | Opioid Therapy Program medications | | ![](https://help.strongroom.ai/hs-fs/hubfs/SS-png.png?width=73&height=50&name=SS-png.png) | 'Staged Supply' Schedule 4 medications | | ![](https://help.strongroom.ai/hs-fs/hubfs/Custom-png.png?width=148&height=50&name=Custom-png.png) | Products added in by your pharmacy | | ![](https://help.strongroom.ai/hs-fs/hubfs/Due-png.png?width=96&height=50&name=Due-png.png) | Products due to be stock checked | | ![](https://help.strongroom.ai/hs-fs/hubfs/In%20Stock-png.png?width=152&height=50&name=In%20Stock-png.png) | Products with stock level recorded against | | ![](https://help.strongroom.ai/hs-fs/hubfs/Active-png.png?width=127&height=50&name=Active-png.png) | Products that have been used within the last 3 months |   Products due for a stocktake have a red box ![](https://lh3.googleusercontent.com/vhwB69nihE3V8WDqc5x_Qggff-okV_lLpD17lUfrupkq1pAGpqcxulBmQ3Ugqo5tGIGTObcZGLvTjCBiVmIhchSTPOtwtCUGBq1w42YBTHSupS-TJEL7QTKT3cVe1oO1yF-kvWkPCpn3rMth7Q13HWw)around the **Last Count** date. 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