Overview
When conducting a stocktake run it is important to consider the scenario to select a suitable Stocktake Mode and Clear Stock Mode combination for the purpose. Below is a table of various combinations and suitability for the purpose :Before you start stocktaking, you need to decide which stocktake mode to use. Choosing the right stocktake mode is critical. Stocktakes in Readysell work in the following modes:
- Ad-Hoc : correcting stock for specific products without having to generate a final stocktake for uncounted products
| Warning |
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If stock is in two locations. Ad-Hoc stocktakes will only every change the stock in the location you count. As a result you can end up with uncounted stock still being on the computer when you end the stocktake. |
- Location Only : correcting product location only. This mode does not change the product stock level or require to generate a final stocktake
| Note |
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If our stock on hand and location data is very messy. It may be a lot faster to do a location only stocktake of the whole business to put stock in the right location, get your location labels in place and check the bar codes work. Then you can actually count the stock using your new tidy locations and functioning bar codes. |
- Partial : clearing stock in specific locations as you go; this is better for rolling stocktakes
| Warning |
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You might use a partial stocktake even when stocktaking the whole business. When you first count a product, partial stocktakes clear stock in all other locations for that product. This approach to clearing stock might suit your business. |
- Full : clearing stock in all locations when you get to the end; this is better for full stocktakes
| Warning |
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If you have stock for a product in two locations. When you first count a product, full stocktakes only clear and replace the stock in the location you are counting.Any stock for the product says in the other locations. At the end the stocktake procedure you do a final stocktake. The final stocktake then clears all stock in product locations that you did not count. |
Stocktake modes
Stocktake Mode | Clear Stock Mode | ||
|---|---|---|---|
| Adhoc | Immediately | Final stocktake | |
| Ad-hoc (Windows) |
When you do rolling stocktake to update a product at a specific location without impacting any other locations where that product is found. |
|  |
| Location Only (Windows) | |
When you intend to do a stock location change and leave the Unit Quantity unchanged |
When you intend to do a stock location change and leave the Unit Quantity unchanged |
| Partial (Windows) | |
When you intend to stocktake by bay/location. Note : there is a difference in behaviour depending on the clear stock mode selected. |
When you intend to stocktake by bay/location. Note : there is a difference in behaviour depending on the clear stock mode selected. |
| Full (Windows) | |
When you intend to stocktake of the entire business/warehouse. Note : there is a difference in behaviour depending on the clear stock mode selected. |
When you intend to stocktake of the entire business/warehouse. Note : there is a difference in behaviour depending on the clear stock mode selected. |
Refer to the following topics for details on Clear Stock Mode behaviours :
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See also:
- How deciding to use the adhoc stocktake mode effects your stocktake
- How deciding to use the clear immediately stocktake mode effects your stocktake
- How using the Final stocktake mode effects your stocktake