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Overview

Excerpt

Key Features of stocktakes

Support for :

    • Manual stocktakes,
    • Automated stocktakes using your own or data capture units hired from Readysell
    • Laptop using portable wireless blue tooth scanners
    • Warehouse stocktaking feature on Readysell mobile app for smart phones or tablets. The mobile app can use blue tooth scanners such as those that can connect to the device by clicking on the tablet, be hung around your neck in a form similar to a pendant and others
  • Being integrated with Readysell advanced warehousing features, stocktakes can be performed by very small locations at a time. Locations can go right down to the shelf or bay level. 
  • Readysell's extensive warehousing experience is available for hire if you need training, design advice or one of our team members to control your stocktakes.
  • Full range of stock reports before and after the stocktake,
  • Full range of variance tracking, stocktake progress tracking and performance reporting.

There are two ways to stocktake products:

  • Use data capture units or the Readysell mobile application. This scan or type in products manually
  • Use Extract Products to generate a list of products meeting particular criteria, print a stocktake count worksheet and send this to the required personnel for counting

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:

  • Ad-Hoc : correcting stock for specific products without having to generate a final stocktake for uncounted products
Warning

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

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

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

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.

A stock variation report may be used to determine variances, stock cleared in other locations, and stock not cleared in other locations.

Note

Readysell's stock on hand report can print the stock on hand at any date. So you can rerun your stock on hand report as at the start or end of the stocktake at any later date. Handy if you forget to run the report or loose the printout!


Note

This feature is not available in Readysell Lite. 


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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. 

Note

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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ever again once you get your stock right

Warning

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.

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NameDescription
Set LocationSet the location for the selected lines, requires at least one object selected.
Split LineRequires a single object selected
View VariantAllows you to add and change columns into this list view and save that view to be used next time
Related - Show ProductShow the details for this product in a new tab
Generate LabelsGenerate labels for the highlighted product lines

ProductThe Product ID (product code)
Product NameThe name of the product.
LocationThe location of the product for this stocktake.
Product UnitSpecifies which unit the product is in. To see more on units click here.
Unit Quantity On HandThe quantity on hand for this unit on this line of product.
Unit Quantity CountedThe unit quantity counted for this line
Old Unit QuantityThe old unit quantity on the stocktake line
Variance Unit QuantityThis field shows the variance unit quantity for this line
ValueThis field shows the value for the stocktake line
Has NotesChecked if the stocktake has line notes attached to this line
Bar Code ScannedThe barcode that was scanned for this product to be added into the stocktake

Line Details

NameDescription
Unit CostThis is the unit cost for the stocktake line
ValueThis field shows the value for the stocktake line

Uni Quantity on Hand

The quantity of this unit on hand.

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NameDescription
Account Site
Debit ValueThis is the debit value of the dissection value
Credit ValueThis field shows the Credit value for this dissection
NarrativeThe narrative for the dissection
DescriptionThis field contains a description of the dissection

 Movements

NameDescription
Associated ProductsThis button can show the Associated Products window for the product on the selected line.
Price Book EntriesShows a list of price book entries related to the product on the selected line above.
Set Date RangeAllows you to see the movements for the highlighted product above based on a particular date range
Product HistoryShow transaction history for the current product

LocationThe location of the movement for the product highlighted above
QuantityMovement quantity
Original Each Cost Ex TaxThe original cost of each item, excluding tax
Each Cost Ex TaxThe 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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