Stock

Guidance:

If your client has provided a stock listing or a valuation, then the "Simple" template will be adequate to complete the total valuation and attach the document or proof of the figure from the client.  The "Complex" template would be used if you have a variety of different types of stock or you actually wanted to detail out your stock on your schedule - this will not be used that often.

Step-by-Step:

The help guide from Silverfin on how to use the template itself is here