Stocktaking

Starting a stocktake, you will be taken to the stocktaking screen.

Button Functions
Print Stocktake	Create Snapshot	View Stocktake

Your first step on preforming a stocktake is to take a snapshot of the system, before you start your stocktake. A snapshot saves your current stock levels in to a stocktake, for you to then later compare your count.

• Press Create Snapshot
• Select Branch
• Give a Reference Name
• Select Type.

Your next step is to count the stock .

Most customers use stocktaking scanners to stocktake, however you can instead export the product stock list and use this in excel to update the stock level instead of using a scanner.

A guide to our loan scanners can be found here.

Please Note: In order to update stock levels PLU and quantity have to exist in the excel file.

A global stocktake, is scanning everything in the branch selected.

A partial stocktake example is where you are only scanning one brand.

After you have selected partial you will be taken to partial stocktaking screen this is where you can add the partial stocktake items.

For warehouses, you can do this by bin number(s).

We would highly recommend keeping it to one brand at a time, as partial stocktakes are a lot more complex. We would also say speak to a member of our support team to find out more on partial stocktakes.

A stocktake is most accurate when done whilst closed.

If your stocktaking whilst trading, you will need to check stock levels of items sold on the days you have been stock counting.

You can only stocktake one branch at a time.

Make sure your scanner is clear before you start the stocktake.

Multiple Branches - Make sure all transfers have been accepted and ask all stores not to transfer stock whilst stocktakes are being carried out.

View stocktake takes you to the view screen. This is where you upload your counts, compare results and update the stocktake.

Button Functions
Print Stocktake	Import Stock Count	Compare Counts	Update Stock

• Select File, Press Open.
• Map PLU/Barcode using the drop down.
• Map Quantity sing the drop down.
• Press Import.
• Repeat again if you have multiple files.

Stock Count is now imported, the system will remove any invalid barcodes. To view count information press print.

• Press Compare.
• Click ok to confirmation message, if you are happy to continue.
• Your stocktake results will now be on the screen.

You can view/print the discrepancy results by pressing print.

Please Note: Comparing the results does not update the system you will need to press update to update the system to what you have counted.

This updates the stock to what you have counted and compared.

WARNING: This operation is permanent and can not be undone. Please make sure you are 100% happy to update.

You do not need to update it straight away, but its better sooner, rather than later.

If you have closed out of the stocktake, to open you stocktake:

• Open Stock Take.
• Press Search.
• Select stocktake, press view.

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