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backoffice:stocktaking [2023/05/18 12:22] 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 stocktakeyou will be taken to the stocktaking screen. 
  
 {{ :backoffice:stocktaking_screen.png}} {{ :backoffice:stocktaking_screen.png}}
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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 ====