---
title: "Set up stocktaking by ABC codes"
description: "Using ABC codes for counting is typically the most effective approach for ensuring accurate stocktaking counts."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/inventory/manage-stocktaking-counts/set-up-stocktaking-by-abc-codes/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/inventory/manage-stocktaking-counts/llms.txt


# Set up stocktaking by ABC codes

Last modified February 23, 2026

> Using ABC codes for counting is typically the most effective approach for ensuring accurate stocktaking counts.


This is because, in many businesses, a limited number of items usually contribute significantly to the overall stock value. This method allows for more frequent stocktaking of high-value items.

The following sections describe the stages of setting up stocktaking by ABC codes.

## Specify a stocktaking frequency for an ABC code

1. Go to the [ABC codes (IN208500)](https://docs.vismasoftware.no/visma-net-erp/help/inventory/inventory-windows/abc-codes-in208500/index.md) window.
1. For each ABC code available in the system, in the **Counts per year** column, type the appropriate integer.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

## Assign an ABC code to a stock item

1. Go to the [Stock items (IN202500)](https://docs.vismasoftware.no/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/index.md) window.
1. For each stock item, do the following:

    1. Select the stock item by its item ID.
    1. In the **ABC code** field on the **General information** tab, select the appropriate code.
    1. Select the **Fixed ABC code** check box if the item should be permanently assigned to the same code.
    1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

## Create a stocktaking type for an ABC code

For each ABC code, create a stocktaking type as follows:

1. Go to the [Stocktaking types (IN208900)](https://docs.vismasoftware.no/visma-net-erp/help/inventory/inventory-windows/stocktaking-types-in208900/index.md) window.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).
1. In the **Type ID** field, type the unique identifier for the new stocktaking type.
1. In the **Description** field, type a brief description.
1. In the **Generation method** field, select **By ABC code**. The **ABC code selection** tab is displayed.
1. On the **ABC code selection** tab, select an appropriate ABC code in the **ABC code** field.
1. On the **Assignment order** tab, specify the assignment order to be used on the stocktaking sheets by selecting one of the following options in each of the boxes: **By location**, **By item ID**, **By item description**, or **By lot/serial number**. (Some of the options appear only if the appropriate functionalities are enabled in your system.)
1. Optional: Specify how many blank lines to add to the stocktaking sheets.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

## Create the stocktaking type for stocktaking by frequency

For stocktaking to be performed for multiple cycles at once, create a PI type as follows:

1. Go to the [Stocktaking types (IN208900)](https://docs.vismasoftware.no/visma-net-erp/help/inventory/inventory-windows/stocktaking-types-in208900/index.md) window.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).
1. In the **Type ID** field, type the unique identifier for the new stocktaking type.
1. In the **Description** field, type a brief description.
1. In the **Generation method** field, select **By ABC code**. The **ABC code selection** tab is displayed.
1. On the **ABC code selection** tab, make sure the **By frequency** check box is selected.
1. On the **Assignment order** tab, specify the assignment order to be used on the stocktaking sheets by selecting one of the following options in each of the boxes: **By location**, **By item ID**, **By item description**, or **By lot/serial number**. (Some of the options appear only if the appropriate functionalities are enabled in your system.)
1. Optional: Specify how many blank lines to add to the stocktaking sheets.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/online-help/shared-files/in/in-manage-stocktaking-counts-overview-con/index.md">/visma-net-erp/online-help/shared-files/in/in-manage-stocktaking-counts-overview-con/</a></li><li><a href="/visma-net-erp/help/inventory/manage-stocktaking-counts/about-overview-of-stocktaking-options/index.md">About overview of stocktaking options</a></li><li><a href="/visma-net-erp/help/inventory/manage-stocktaking-counts/about-stocktaking/index.md">About stocktaking</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/inventory/manage-stocktaking-counts/create-a-stocktaking-type/index.md">Create a stocktaking type</a></li><li><a href="/visma-net-erp/help/inventory/manage-stocktaking-counts/create-a-stocktaking-type-for-full-count/index.md">Create a stocktaking type for full count</a></li><li><a href="/visma-net-erp/help/inventory/manage-stocktaking-counts/set-up-cycle-stocktaking/index.md">Set up cycle stocktaking</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/inventory/inventory-windows/stocktaking-types-in208900/index.md">Stocktaking types (IN208900)</a></li><li><a href="/visma-net-erp/help/inventory/inventory-windows/prepare-stocktaking-in504000/index.md">Prepare stocktaking (IN504000)</a></li><li><a href="/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/index.md">Stock items (IN202500)</a></li>
</ul>


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