POS Stock Take

Follow the steps below on how to do a POS stock take.

Navigate to the Inventory.

Once you click on Inventory, please put your PIN and click OK.

2. Click on Stock Take tab and the Stock Take window will pop up.

Select the green NEW STOCK TAKE button.

3. A pop up window will appear after you click on the New Stock take button.

This window will let you choose if you will be doing a Full Stock Take or Cycle Stock Take.

There are two (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 the warehouse.

4. Once type is selected, choose whether to scan barcode or style ID

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 please note 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 stock take at a later date you can close the screen and once you open the STOCK TAKE screen again it will appear.

Simply tick the box and select LOAD STOCK TAKE and start scanning in barcodes again.

8. NOTE: Before completing your stock take, please run the Report to check the quantities.

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.

9. Then the Stock Take status will update to Completed.