Page Comparison

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To start the first count

To Count

Finish first count and start second count

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Second Counters find stocktake that needs a second count

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Count the stock in the same way as the first count.

Comparing 1st and 2nd Counts

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1. To update counts
   1. Double click on the location to populate it into the form
   2. Search, use Barcode or Enter the Article that was found
   3. Enter the Quantity and the Use By for the item
   4. '''Save''' each combination of item count and expiry for the location
   5. Once location has all counted items added - select '''Counted''' (may say Finalised) next to the Save button and save the location update
   6. ''Note can hide Counted (Finalised) locations so you can see only the ones that remain to be counted in the list''
   7. ''Note that multiple persons can be entering counts at the same time for Count 1''
2. At any time can run a report showing counts vs original stock level differences using the Action Button
3. When finished use Action Button to''' Complete first count'''
4. Stock Take Status will move to '''Second Count'''
   1. Enter counts as for first count - multiple persons can be entering counts at a time.
5. Once completed use Action Button to '''Close Second Count and Report Differences''' and a list of discrepancies will popup.
6. Stock Take Status will move to '''Finalising''' Action Button has options:
   1. Report Differences between Counts
      1. Can update 2nd count if differences found - second count will be used for new stock levels
   2. Report Differences between This stocktake and system stock levels
      1. Can update Count 2 until ready to journal changes as completed
      2. You must run this on your machine for the next steps to be made available
7. Can update any of the values in the finalising stage to the final values wanted
   1. Journal stock differences (as reported) and close will create journals and write off stock to the account nominated in Symbols Config "Stock TakeAdjustmentGLCode"
   2. '''Use this data as initial stock ''' will not create any journals - all stock will be reset to the values counted and will also delete all history for the stock
8. Stock Take Status will move to closed and you have completed the stocktake.

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