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backoffice:stocktaking [2023/05/18 12:11] – [Import Stock Count] melbackoffice:stocktaking [2023/05/18 12:42] (current) – [Partial] mel
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 ====== Stocktaking ====== ====== Stocktaking ======
-Starting a stocktake you will be taken to the stocktaking screen. +Starting a stocktake, you will be taken to the stocktaking screen. 
  
 {{ :backoffice:stocktaking_screen.png}} {{ :backoffice:stocktaking_screen.png}}
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 ---- ----
  
-===== Starting your Stocktake =====+===== Starting Your Stocktake =====
 Your first step on preforming a stocktake is to take a snapshot of the system, before you start your 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.  A snapshot saves your current stock levels in to a stocktake, for you to then later compare your count. 
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 A guide to our loan scanners can be found [[hw:tyssobcp8000|here]]. A guide to our loan scanners can be found [[hw:tyssobcp8000|here]].
  
-**Please Note:** In order to update stock levels PLU and quantity have to exist in the excel file. +//**Please Note:** In order to update stock levels PLU and quantity have to exist in the excel file.// 
 ==== Global ==== ==== Global ====
-A global stocktakes scanning everything in the branch selected. +A global stocktake, is scanning everything in the branch selected. 
  
 ==== Partial ==== ==== Partial ====
 A partial stocktake example is where you are only scanning one brand.  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. 
  
 ==== Stocktaking Tips ==== ==== Stocktaking Tips ====
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-==== Compare  +==== Compare Results ==== 
-===== Stocktake Results =====+  * 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.// 
 +==== Stocktake Results ====
  
 | **Results Explained**  | | | **Results Explained**  | |
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-===== MM ===== +==== Update ==== 
- +This updates the stock to what you have counted and compared. 
- +
- +
- +
- +
- +
-Our stocktaking feature of the system is split in to four steps.  +
- +
-  - Snapshot  +
-  - Stock Count +
-  - Compare  +
-  - Update  +
- +
-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 [[hw:tyssobcp8000|here]]. +
- +
-**Please Note:** In order to update stock levels PLU and quantity have to exist in the excel file.  +
- +
-===== Snapshot ===== +
-Running a snapshot captures the stock levels at the time the snapshot is ran. +
- +
-This is usually ran before you start the stocktake.  +
- +
-You can also use a snapshot to capture your year end. +
- +
-There are different types of stock takes: +
-  * Global - Full stock take +
-  * Partial - Only stocktaking a certain brand or by bin number.  +
- +
-==== Global Snapshot ==== +
- +
-  * Press Create.  +
-  * Name your reference.  +
-  * Select your branch and leave type as global. Press OK.  +
-  * The snapshot will now save.  +
- +
-==== Partial Snapshot ==== +
- +
-  * Press Create.  +
-  * Name your reference.  +
-  * Select your branch, change type to Partial. Press OK.  +
-  * The partial snapshot screen will now open.  +
-  * For this example we are just stocktaking one brand. Press the add button and type the brand in and press OK. If you was stocktaking two brands you would then press the add button again and repeat. +
-  * Press OK when finished and the snapshot will save.  +
- +
-===== Stock Count ===== +
-Stock count is where you upload your scanning results or stocktaking file.  +
- +
-A guide to our loan scanners can be found [[hw:tyssobcp8000|here]]. +
- +
-  * Press Import.  +
-  * Use the file explorer to select the stocktaking file.  +
-  * Select which column is Barcode/PLU and which column is quantity. And press Import. If quantity does not exist untick quantity. +
-  * Give the count a reference and select the branch.  +
-  * Press Save.  +
- +
-To check if any Barcode/PLU are invalid press the print button and select Invalid products press OK. A list will now appear to print.  +
-Invalid Barcode/PLU will not be included in the stocktake.  +
- +
-==== Multiple Count Files ==== +
- +
-If you have multiple scanners or files to upload, you will need to upload each file individually. Then once all the files are uploaded and saved you can use the combine button to combine them together.  +
- +
-  * Press Combine. +
-  * Tick all the counts you wish to combine.  +
-  * Give it a new reference and press Save.  +
- +
-===== Compare ===== +
-This is the stage where the system snapshot is compared to your count.  +
- +
-  * Select Snapshot and press View.  +
-  * Select Count and press Compare.  +
-  * Press Yes to confirmation message.  +
-  * You can print the full results off by pressing Print.  +
- +
-Usually the support desk can help you understand the stock take figures and give you a discrepancy's only report.  +
- +
-From this information you can decide whether you want to update the stock to what you have compared or you can manually update the stock yourself.+
  
 +//**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. 
  
-===== Update ===== +If you have closed out of the stocktake, to open you stocktake: 
-Update, updates the stock to what was compared. +  * Open Stock Take. 
 +  * Press Search. 
 +  * Select stocktake, press view.
  
-**WARNING:** This operation is permanent and can not be undone. Please make sure you are 100% happy to update.  
  
-  * Select the Snapshot you wish to update and press View.  
-  * Press Update. Confirm both are you sure messages. 
-  * A confirmation message will appear that the stocktake has been successfully updated.  
  
  
Last modified: 2023/05/18 12:11
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