MAX Mobile Stock Take works in conjunction with Dynamics 365 for Finance and Operations Inventory Journals. To begin stocktaking at a store, you must create a Journal in Dynamics 365 for Finance and Operations.

Create an Inventory Journal

    1. Create a Journal entry with at least one Journal Line (any item).


Navigate to: Inventory management > Journal entries > Item counting > Counting


       


    1. Click New.  Select the STORE INVENTORY Site and Warehouse



    1. Click OK



    1. Click New to add a new journal line.  Add any item.



    1. Click Save


After you have created a Journal, the next stage is to Activating the Journal at the Point of Sale


Learn more about creating Journals and defining inventory counting processes