Overview
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Key Features of stocktakesSupport for :
There are two ways to stocktake products:
Once you have finished counting stock, you may generate a final stocktake for all products that have not been counted. This identifies all products that have not been counted. You can then apply a number of different flags to these products (such as setting the Stock on Hand to 0, removing them from the website, marking them as Obsolete or Archive, and so on). Extensive documentation There is very extensive documentation on how to prepare, test, model your stocktake process, report on and review stocktakes. Every dealer who follows the documentation has few difficulties with stocktakes. There is no reason why you should not review the documentation and find the information you need before you start your stocktake. Stocktakes in Readysell work in the following modes:
A stock variation report may be used to determine variances, stock cleared in other locations, and stock not cleared in other locations.
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Name | Description |
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Set Location | Set the location for the selected lines, requires at least one object selected. |
Split Line | Requires a single object selected |
View Variant | Allows you to add and change columns into this list view and save that view to be used next time |
Related - Show Product | Show the details for this product in a new tab |
Generate Labels | Generate labels for the highlighted product lines |
Product | The Product ID (product code) |
Product Name | The name of the product. |
Location | The location of the product for this stocktake. |
Product Unit | Specifies which unit the product is in. To see more on units click here. |
Unit Quantity On Hand | The quantity on hand for this unit on this line of product. |
Unit Quantity Counted | The unit quantity counted for this line |
Old Unit Quantity | The old unit quantity on the stocktake line |
Variance Unit Quantity | This field shows the variance unit quantity for this line |
Value | This field shows the value for the stocktake line |
Has Notes | Checked if the stocktake has line notes attached to this line |
Bar Code Scanned | The barcode that was scanned for this product to be added into the stocktake |
Line Details
Name | Description |
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Unit Cost | This is the unit cost for the stocktake line |
Value | This field shows the value for the stocktake line |
Uni Quantity on Hand | The quantity of this unit on hand. |
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Name | Description |
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Account Site | |
Debit Value | This is the debit value of the dissection value |
Credit Value | This field shows the Credit value for this dissection |
Narrative | The narrative for the dissection |
Description | This field contains a description of the dissection |
Movements
Name | Description |
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Associated Products | This button can show the Associated Products window for the product on the selected line. |
Price Book Entries | Shows a list of price book entries related to the product on the selected line above. |
Set Date Range | Allows you to see the movements for the highlighted product above based on a particular date range |
Product History | Show transaction history for the current product |
Location | The location of the movement for the product highlighted above |
Quantity | Movement quantity |
Original Each Cost Ex Tax | The original cost of each item, excluding tax |
Each Cost Ex Tax | The cost of each item, excluding tax |
Value Ex Tax | The total value of the product movement, excluding tax. The value is calculated as the cost of each item multiplied by the item quantity. |
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