Overview
The model full stocktake procedure should be used if you are closing your business and counting all stock over one or two days.
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If you have a high volume of picking or stock put away during your stocktake. Keep each stocktake small and post it as soon as it is complete. You may wish to also put some kind of marker on the shelves currently being counted, so your team knows not to put stock into or take stock away from that fixture until the stocktake is completed. Well managed stocktakes work very well, but it is easy to stuff up the overall stocktake if the process is not closely managed. |
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PLEASE ENSURE YOU ARE LOGGED INTO THE RIGHT SITE WHEN DOING STOCKTAKES ESPECIALLY FINAL STOCKTAKES |
Video
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- In the navigation panel, go to Inventory then Stocktakes.
Click Start Stocktaking which is located on the top panel on the left.
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The Start Stocktaking window will display
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- Select Stocktake Mode
Select "Full (Windows)", when you intend to stocktake the whole business, everything in all locations including the balance in a final stocktake e.g., when you close the business on a weekend to stocktake everything.
Warning * This stocktake mode requires a final stocktake of all uncounted products in all locations i.e., Generate Final Stocktake. before End Stocktaking is allowed.
* The transaction generated by the Generate Final Stocktake would clear out all uncounted products in all location
- Click on OK to start stocktaking
See Starting and Ending a stocktake for more information
Enter and post your stocktakes using electronic devices only, do not do a manual stocktake!
Using a laptop to enter stocktakes
- Always use a laptop the first time you stocktake your business if your barcodes are not complete
- From the navigation panel, select inventory, then stocktakes before you enter the first stocktake
- Click on New to create a stocktake transaction
Select a Site from the drop-down list, it should default to your logged in site, make sure you know you are entering stocktakes for the correct site!
The Clear Stock Mode must be "Final stocktake"
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(See Stocktake Mode and Clear Stock Mode for more details on various combinations and suitability for the purpose)
- Leave the Description for the stocktake blank unless you want to note something special about this particular stocktake
Scan in product and key in Unit Quantity Counted, repeat this step as many times as required
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- if you find the product, click down and up arrow to enable the related button above the lines, then click on the related button, select product, then scan the bar code, select add barcode when asked if you want to add the barcode to the product
- if you can't find the product at all remove the product from the fixture and put it in a box or basket below the location. A follow-up team will do the product maintenance and stocktake to enter this product
- Click on Finalise to post the transaction
- Repeat the above steps (6-12) until you have counted all the products for the business or all the products assigned to your team
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- Assign one team member to check stocktake variances as each stocktake is finalised
- To check the stocktake variance. In the navigation panel, go to Inventory then Stocktakes.
- Every fifteen minutes. Check to see if any new stocktakes have been added which have a status of 'posted'. You will need to check those stocktakes to see if there are any large or unusual variances
- For each stocktake that gets posted:
- In the navigation panel, go to Inventory then Stocktakes. The list of active stocktakes is displayed.
- Select the stocktake for which you want to run a report. Each stocktake is time-stamped, so you can sort by date to quickly find the last stocktake you entered.
- Click Show in Report.
- Stocktake report
- Stocktake report (Variances Only)- Run during stocktake
Readysell will display a report showing all the items you have counted and how many the system still thinks you have. The description and transaction number are also displayed, so you can go back and check later.
Note When running the stocktake report variance, please note the value of the stocktake is the value of stock counted. The variance is the difference between what you counted and what is on hand.
Investigate any large variances you find, such as where a barcode might have been scanned into the quantity or the wrong unit used
- See also: Running individual stocktake reports
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- In the navigation panel, go to Inventory then Stocktakes.
Click End Stocktaking which is located on the top panel on the left.
The End Stocktaking window displays.
- Select the site where you have been performing the stocktake, then click OK.
- See also Starting and Ending a stocktake
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