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P Sawkins (Unlicensed)

Andy Cerny

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Comment: removed old store stock take image. added information regarding sessions including screenshots.

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Warehouses and Stock Locations that hold stock are "Lot / Pallet Bay"

Note

if a stock location has multiple stock items in it and that stock bay is counted - only the counted items are updated UNLESS counted items only is ticked. So if you want the stocktake to remove items that are not there either

  1. Count them at ZERO when counted items only is ticked
  2. or Do not tick counted items only (all non counted items will be removed)


Options:

  1. Seeded
    1. Selected = will seed the stockcount with items/Expiry dates you expect to find but no counts
    2. Not Selected = no items seeded - must manually enter all items.  
  2. Counted items only
    1. Not selected 
      1. all items must be counted 
      2. any not counted will be removed from stock
    2. Selected 
      1. only the items with a count in count 2 will be updated
      2. Uncounted stock items will not have their count updated

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The stocktake is defined and count started using the normal stocktake screens (Below)  - the stocktake is done using the retail stocktake screens.Image Removed  

Below image is screen Stock>Stock Take

Image Added


Addition of Sessions.  Sessions can be used if you want each logged in user to see only the items they scan and not other users.  This can be useful if there are SKUs in multiple areas throughout the stocktake 

Below image is screen POS Point Of Sale > Stock Management > Store Stock Take

Image Added

There is no provision for capturing expiry dates unless the barcode includes the expiry dates of the product.

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Note

If doing a Retail Stocktake - use the retail stocktake screen for counting via barcode RetailStocktake 32965437

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.


Any Stocktake (including 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 by uploading the xls file to compare with system stock levels.

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