Completing a Stocktake
Select the WAREHOUSE module
2. Select STOCK TAKE in the top right hand corner of the Warehouse module
3. Choose the WAREHOUSE you are completing the stocktake for from the drop down menu and then select the green NEW STOCK TAKE button
4. There are 2 options when completing a stock take.
Full Stock Take - Only select this if you are wanting to replace ALL stock in that warehouse. You will receive a warning pop up when Full Stock Take is selected, please read this carefully and only tick the box if you are sure you want to complete a Full Stock Take.
Cycle Stock Take - This will only replace the styles scanned in
5. Put your cursor in the BARCODE search bar and begin scanning the style barcodes
6. The scan mode will always populate to add stock +. To deduct stock select the + button and it will change to - and let you know that the negative scan will only apply to one scan. The count will then show as -1.
7. If you need to come back to a stocktake at a later date you can close the screen and once you open the STOCK TAKE screen again it will appear. You then simply tick the box and select LOAD STOCK TAKE and start scanning in barcodes again.
8. Once you are ready to complete the stock take a warning pop up will appear to let you know that this update is final and will adjust the stock levels to the new scanned quantity. You will need to select UPDATE STOCK QTY’S NOW to apply the changes.