Inventory Doc Formats

The following steps will guide you through the process of formatting inventory documents.

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.

pageAdding / Managing Zones
  1. Go to Settings > Zones > Current Zone

  2. The Current Zone Settings page will open with the selected zone indicated in yellow next to the page title. 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.

  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.

  4. This will display your current formatting for Inventory Doc types

  5. To format your inventory document, click on the Edit (Pencil) button at the top left hand corner of the Inventory Doc Format screen

  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.

  7. Once you are finished, click the Save icon at the top left hand corner of the Inventory Doc Format section to save.

Note: Once the Inventory Document Format is changed, it will only affect inventory documents moving forward.

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