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Enter stock into two location on the stock quantity adjustment. Then finalise the stock quantity adjustment. The product should now show as having stock in two locations
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Add "stocktake mode" to your stocktake list view, so you can see the mode of stocktakes. This is critical, use column chooser to drag "stocktake mode" to your stocktake list view. Notice how I can see the stocktake mode in the list view. This allows you to check you computer and manual stocktake to see they are running in location update mode. If they are not in location mode this test procedure will fail.
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Click on "New" on stocktakes and create a new stocktake. Then enter the product you are using for your test, but only for one location. Do not take any notice of the clear stock mode. Stock will not be cleared.
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Note it moves ALL stock to the location. You can't use this approach if the product has stock in two locations |
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The stocktake will know it's mode from a setting that is saved on the site. You can drag stocktake mode onto your screen or list view. That way you can tell what mode the stocktake will post in. Stocktakes on windows, web and mobile app should all be created in the same mode and so should work in the same way. |
Then go back to the product and check the stock on hand for the product and the product movements. Make sure you look at:
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If the stock was really in two locations. The stocktake would show all the stock as being in one location. This would effect picking. As even though the total stock is right. If you only physically moved the stock from location 1 to location 0500. Then the stock that is still in location 2 would not be found by picking. The total stock on the computer would be right, but the physical location of the stock in the warehouse might be different! |
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Testing this procedure with the mobile unit
Once you have completed the test above, repeat the test with the mobile unit. The stocktake from the mobile unit should "know" it is a location only stocktake, as stocktakes are in location mode, and should process just like the stocktake from the normal Readysell screen.