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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 At end of count 2 "Use this stock as initial stock" - requires
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Once first count is started there are a number of print options. A manager is likely to want to print stocktake sheets with stock levels to compare with actuals.
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If doing a Retail Stocktake - use the retail stocktake screen for counting via barcode RetailStocktake Barcode scanners can also be used with the normal counting screens (at the same time) if you need to also select from known expiry dates as you count. |
3PL check counts - upload of XLS
If you use a 3PL warehouse who send you XLS current counts on a regular basis - you can create a stock count - upload by uploading the xls file - and then use that data to compare with system stock levels.
The import simply updates the count information instead of manual entry - follow the rest of the process as described below.
Column headers in the spreadsheet = SKU, Qty, Bay
Ensure there is no formatting in your spreadsheet to upload
Drag the XLS onto the screen once in first count
Then import the stock count
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