Table of Contents
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Overview
Regular stock takes ensure the inventory levels in your account are accurate.
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A Stocktake will be compared to current stock levels when completed and will write appropriate journals to write off or create stock
You will need the Secure Features ''Is Stock Manager'' to perform stocktakes
Set stock locations that store stock to "Lot"
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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.
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Simple stocktake (system provides a list of what you should find in the location)
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.
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Regular Stocktake (blind counting)
Regular stocktake
- Two blind counts of a stock area
- Comparison report shows differences - the second count can then be checked
- Second count is then used as final stock
Notes area can be used as part of the process. For example if you have 10 teams and have allocated team numbers to counts - enter this in the notes so can filter the locator grid by team. - see
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Until you get experienced - count a single warehouse bay at a time.
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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
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Counting
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Multiple users may be entering data for a count at the same time |
Finish first count and start second count
When ready to finish first count
Can compare with system stock levels before closing the first count
Or can simply close first count and begin second count.
Second
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Count (blind count)
Same process as the first 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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