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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Before You Start Stocktakes
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- Are using automatic cost and sell price updates from the price book. Automatic updates change product units. If you do a stocktake then turn on automatic price updates. Your product units may change, which may stuff up your stock on hand for some products. Get automatic price updates running first!
Implement purchase receipt scan checking, sale shipment scan checking and automatic purchasing. Those processes "close the stock loop". Unless you are following those best practice procedures, your stock on hand will probably get out of wack again after you do the stocktake.
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If you are using |
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purchase runs, scan checking stock receipts and scan checking sale shipments, you |
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may not need to |
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do a stocktake |
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- Model Full stocktake procedure,
- Model partial stocktake procedure, for a stocktake of the whole business one part at a time,
- Model Adhoc stocktake procedure, when you are not stocktaking the whole business or
- Model location only stocktake used to setup your product locations
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- Testing your full stocktake
- Testing your partial stocktake
- Testing your Ad hoc stocktake
- Testing your location only stocktake
ever again once you get your stock right |
- If you do a stocktake without using scan checking on receipting, scan checking shipments, scanning bar codes at pos and purchase runs. Your stock numbers will probably get out of line again after you do the stocktake.
- Understand product locations, see Locations in administration
- Decide if you are stocktaking just to get a value for stock at a point in time or if you want the stock figures to remain accurate over time
- Decide if you are going to stocktake the whole business or only part of the business
- Stocktakes modes determine when stock that has not yet been counted is cleared from your system. You need to have a basic understanding of the stocktake modes and how they effect your stock on hand, see Understanding stocktake modes and how they effect your stocktake
- Decide if you are going to breakup your stock by location or lump all your stock into one location being the whole business. Then make sure all your locations are setup:
| Warning |
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Make sure you read this page and all of the child pages shown below before you start stocktaking. You will pay for every shortcut with bad stock counts and wasted time. You have to spend the time to prepare properly. Stocktakes are very easy to stuff up and will stuff up if you do not prepare fully. |
- Consider the following issues which may impact on your stocktaking process :
- Ensure that you and your staff are appropriately trained in the relevant areas of the stocktake process. Each person has to be told exactly what to do. They can't just guess! How well controlled your stock on hand is at the moment. If stock is very well controlled and if you are using automated ordering. You may not need to do any stocktaking at all. It is possible to get stock so well under control that you never need to do another stocktake.Readysell has setup documents describing how to complete common types of stocktakes. Once you understand when you want stock that is not counted to be cleared, as you go or at the end of stocktaking. You need to decide on which of the model stocktake procedures you will follow. Either the:
- Model Full stocktake procedure,
- Model partial stocktake procedure, for a stocktake of the whole business one part at a time,
- Model Adhoc stocktake procedure, when you are not stocktaking the whole business or
- Model location only stocktake used to setup your product locations
- Then log on to your TEST Readysell system and test the stocktake procedure you expect to use:
| Warning |
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Make sure you read this page and all of the child pages shown below before you start stocktaking. You will pay for every shortcut with bad stock counts and wasted time. You have to spend the time to prepare properly. Stocktakes are very easy to stuff up and will stuff up if you do not prepare fully. |
- Consider the following issues which may impact on your stocktaking process :
- Ensure that you and your staff are appropriately trained in the relevant areas of the stocktake process. Each person has to be told exactly what to do. They can't just guess!
- How well controlled your stock on hand is at the moment. If stock is very well controlled and if you are using automated ordering. You may not need to do any stocktaking at all. It is possible to get stock so well under control that you never need to do another stocktake.
Videos
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How to stocktake
- Your first stocktake should be performed with a mobile computer and a blue tooth scanner. This allows you to correct locations and product data as part of the stocktake process. Readysell needs to be setup on the computers. In a pinch, even normal desktop computers can be used on a trolley
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| Name | Description |
|---|---|
| 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 |
|---|---|
| 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 |
|---|---|
| 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 |
|---|---|
| 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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