# Inventory Doc Formats

Inventory documents are used to adjust, transfer, and receive inventory.

In TAKU Retail, inventory documents are managed within Zone Settings. To learn more about zones visit the Adding / Manager Zones guide under Zone Settings.

{% content-ref url="adding-managing-zones" %}
[adding-managing-zones](https://help.takulabs.io/how-to-get-started/zone-settings/adding-managing-zones)
{% endcontent-ref %}

1. Go to **Settings >** **Zones** > **Current Zone**<br>

   <figure><img src="https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2FQ45kqG0Y9jo1FwlziLko%2Fimage.png?alt=media&#x26;token=03090e92-b63d-41d3-ade8-92aa64e57fb5" alt=""><figcaption></figcaption></figure>
2. The **Current Zone Settings** page will open with the selected zone indicated in yellow next to the page title.\
   \&#xNAN;*Note: Whenever you are logged into a specific Store, the Current Zone will always be that store's Zone. To see the settings for other Zones while logged in a Store, click the View Zones dropdown menu on the top right corner of the Current Zone Settings page.*<br>

   <figure><img src="https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2FfL6768YjkpmpfDDvx82L%2Fimage.png?alt=media&#x26;token=7b61f76b-9ec4-44ad-a1b6-63050cfe3946" alt=""><figcaption></figcaption></figure>
3. Once you have selected the zone you would like to format the inventory documents for, click on the **Inventory Doc Formats** card in the Current Zone Settings page.<br>

   <figure><img src="https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2FCB7BD9DJ1BgyozZC0PGt%2Fimage.png?alt=media&#x26;token=fd37b705-9cae-4ff0-a9c1-c2828dcbcf24" alt=""><figcaption></figcaption></figure>
4. This will display your current formatting for Inventory Doc types<br>

   <figure><img src="https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2Fhe3efCB8vI0vZglLv3zL%2Fimage.png?alt=media&#x26;token=304244bf-ca7c-49cd-bd4d-a115ace1333a" alt=""><figcaption></figcaption></figure>
5. To format your inventory document, click on the **Edit (Pencil)** button at the top left hand corner of the Inventory Doc Format screen<br>

   <figure><img src="https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2FQlTnN2qqFUI0Elncxm1Q%2Fimage.png?alt=media&#x26;token=8712343a-bbdf-44d0-a5d3-a33e7ac700aa" alt=""><figcaption></figcaption></figure>
6. The Inventory Doc Format section will go into edit mode indicated by the yellow (Edit Mode) next to the title in the header of the section. Now you will be able to make changes to the existing inventory document inside the table.<br>

   <figure><img src="https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2F8fFRA65ry5cdoqlUkpGU%2Fimage.png?alt=media&#x26;token=69de77ad-d9fe-4e39-aad4-93a7a26c03df" alt=""><figcaption></figcaption></figure>
7. Once you are finished, click the **Save** icon at the top left hand corner of the Inventory Doc Format section to save.\ <br>

   <figure><img src="https://3710566743-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MUsg_5m5KQnO5LnapBp%2Fuploads%2F6VjTJEOpTVP2wim6Kc9C%2Fimage.png?alt=media&#x26;token=023bbc0f-f8e0-4565-beea-0f897770b029" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note: Once the Inventory Document Format is changed, it will only affect inventory documents moving forward.
{% endhint %}
