Testing your Ad hoc stocktake

Overview

Before you start working on your ad hoc stocktake, follow the procedure below on your test system. Make sure you understand why the stock movements are happening for your test product/s.

Video

Procedure

Log onto Readysell using your test login

Select "Administration" on the navigation panel then select "Sites". Then highlight your site and click on the "Settings" tab.

From "Inventory" then "stocktakes" from the navigation panel

Click on the "Start STocktaking" button, make sure the stocktake mode is the mode you want to test running then click ok. There will be a delay while the system prepares your products for stocktake.

Select "Inventory" then "Products" from the navigation panel. Then find a product with no stock on hand

Right click on the product, then select "New", then "stock quantity adjustment"

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

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

Then go back to the product and check the stock on hand for the product and the product movements. Make sure you look at:

• The stock on hand for your site
• The stock on hand for each location
• The product movements from the stocktake

Notice how in the example below, I entered my stocktake line for the product in location 01 for 15. The stock in location 1 was cleared and replaced by the 15 I counted. This resulted in one stock movement of -10 removing the stock on hand and another product movement of +15 to add back the stock I counted. Importantly note how the total stock on hand has increased by 5. As the stock in the second location is still there and will never be automatically cleared.