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If you are first using the system you will need to use a stock count as your initial stock.

All stock counts have a first count, a second count, then show a difference, allow a check to be done and then journal changes to stock compared with the second count.

Table of Contents

Setup your scanner on your computer if you are using a scanner

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  1. Plug the scanner into your tablet - the tablet will recognise it and it will appear in the devices area (where you see printers, keyboards etc) as a keyboard
  2. Then go to Settings > Devices and click on the one that has VID in the number (Virtual Device ID)
  3. Your keyboard scanner should now work ok

Counting Stock

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  1. Decide what you are counting
    1. Count only some items - used for high value items or items that regularly need checking
      1. Define the bays you intend to count.  Only the items you count will be updated, all other items in those bays will not be affected.
    2. count all items - used for annual stock counts or initial stock counts.
      1. Only items counted will be in the system after the stock count. Uncounted items will be written off
  2. Decide how you will count
    1. Bay by Bay - define a stock count for each bay
    2. Multiple bays in a single count - define counts that covers a number of bays
  3. When ready
    1. Start first count - count items until count is completed
      1. Mark first count completed
    2. Start second count (normally a different team)
      1. Mark second count completed
    3. Report on differences between counts and stock levels
      1. Check items that are different and update second count
    4. Finish count and create relevant journals
      1. Journals are created to adjust stock from system stock levels
      2. Where an initial count is being done and the Opening balance journal provides the stock value - then choose "initial stock" and no journals will be created

Counting stock if you have clothing articles

  1. Clothing articles have many items that look very similar - so bar code scanning is recommended.
    1. Image Added

 

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