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When setting up a new company that has existing stock - you can count the stock and not write journals - instead using a single journal line for the stock value. This feature can also be used to count stock that you do not need to do journals for adjustments - for example stock held on consignment |
Updating Stock Levels while conducting normal business
If the stock in a location is getting to a low level then the system may prompt the user to confirm if the number the system thinks still remains is correct.
Doing a simple stocktake
The system provides a list of the products that you should find in each location. Simple stocktakes are faster - however users tend to look for what they see on the screen rather than check all the stock in a location. Simple stocktake is recommended for quick stock checks.
Doing a regular Stocktake
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Select the area that will be counted in one count
- Counted Items Only - Only the items counted will be updated - all other items in the locations will remain at current stock levels
- Full - only stock counted will remain in the bay after counting
- Notes might be useful later
Start first count
To start the first count
To Count
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Multiple users may be entering data for a count at the same time |
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Can compare with system stock levels before closing
Or can simply close first count and begin second count.
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If the stocktake does not need a second count - copy the first count to a second count
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Count the stock in the same way as the first count.
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Any differences will show in a report - allowing a recount of any discrepancies
Simply update the counts until you are convinced the second count is correct.
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Comparing Second Count to System Stock Levels
Again a list will show - recheck and update any counts you want
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