How to do a stock take

Before completing a stock take, please ensure that all styles have a barcode on the product.

1. On the black bar click Warehouse
   
   

   Open

   

    

2. Click the Stock Take button and a new window will open.
   
   

   Open

   

    

3. Select the warehouse that you want to stock take from the Warehouse drop down menu. This will load all the open and completed stock takes for this warehouse. To create a new one select the green New Stock Take button.
   
   

    

4. IMPORTANT - There are 2 types of stock take:
   
   FULL STOCK TAKE - whatever is scanned in a single stock take will replace and update accordingly. For example, say you had 200 pcs in your warehouse and if you have scanned 20 pcs on this screen using this option, it will change your stock to be 20 pcs.
   Please be super careful when using this option. We recommend that you run an EAN report before completing a full stock take as a backup in case you need to update your stock to the previous version.
   
   CYCLE STOCK TAKE - replaces only the styles scanned.
   For example, if you have scanned 2 styles, when using this option it will only UPDATE the quantities for the 2 styles - the rest of the stock in that warehouse remains untouched.
   
   

5. When you press the New Stock Take button it will open a new window which will allow you to select from a Full Stock Take and Cycle Stock Take. Select the stock take you are wanting to complete and hit save.
   
   

    

6. Once you have selected your chosen stock take you can start scanning in your barcodes into the Barcode field.
   
   

    

7. You will notice that there is a Scan Mode, this will automatically be set to a +. If you make a mistake you can click on the + and it will change to - for once scan.
   
   

   
   
   

    

8. As you beginning scanning you will notice the count changes so that you can keep track of it as you go. In the count column you can also see when the stock is being added and subracted.
   
   

    

9. Once finished, select the Close button at the bottom of the screen. The stock take will automatically save.
   
   

    

10. Once you hit close you will return to the Stock Take window and your newest stock take will appear at the top with a number such as ST-00761.
    
    

     

11. To check for any variances you can run a report. We recommend doing this before pressing the Complete button for your stock take. To check for variances you can look at the Imported QTY on the excel.
    
    

     

12. If your stock take is ready to complete select the Complete button, read the pop up and select Update Stock Qty’s Now. Once this is selected wait for the screen to load and you will notice the Status column changes from Open to Completed.
    
    

     

13. To double check the stock has updated correctly we recommend checking the warehouse by searching for the qty’s and making sure the amount matches with the stock take just completed. You can also run a Stock On Hand Report to check the qtys.
    
    

14. If you wanted to return to a stock take at a later date or complete the stock take over a number of days, just ensure you don’t complete the stock take and it will remain open until you are done. To load an open stock take tick the required one and select the Load Stock Take button.
    
    

     

15. This will open the stock take so that you continue scanning in barcodes