Model Full Stocktake Procedure

Overview

Video

Procedure

Start stocktaking once on the first day of the stocktake only

1. • 1. In the navigation panel, go to Inventory then Stocktakes.

     2. Click Start Stocktaking which is located on the top panel on the left. 

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     3. The Start Stocktaking window will display

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     4. 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.

          * 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!

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     • 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 the bar code does not scan, the barcode will display on the product name column of the stocktake line. If so try the following:
       • type in the suppliers code for the product
       • or type in the products name and search for the product
       • 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 maitenance and stocktake to enter this product
     • If you fill up a page of lines on the stocktake, click on Save. The lines you time in are only saved when you click save, don't create a huge stocktake without saving, as you may loose all your work if the computer looses connection to the server or if you accidentally close the screen
     • Once all the products for the location/s being counted have been entered. Click on Save
     • 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

• • See also Entering stocktake transactions on a laptop or Readysell 8 screen

Using the mobile to enter a stocktake

1. 1. • You can use the mobile app to perform the stocktake if your product and barcode data is complete and accurate

      • Start your device, check it's battery is full and that you have the barcode scanner

      • Start the Readysell mobile app

      • Creating a new Stocktake transaction

        1. From the Main Menu , click Stocktakes.

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        2. Click the  icon to create a new stocktake transaction.

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        3. Click the icon to save Once you have saved it you will be taken back to the main stocktake screen, from here click on on the icon with three dots (overflow menu) and select Stocktake Lines.
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        To create a new stocktake click on the + icon from the top right hand side, enter a description of the stocktake and click on the save icon (top right)

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        Once you have saved it you will be taken back to the main stocktake screen, from here click on on the icon with three dots (overflow menu) and select Stocktake Lines.

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        When in stocktake lines you commence scanning products using bluetooth scanner or usb scanner, when you scan lines are automatically saved. Products will be displayed in the lines section of the stocktake window.