Stock Take
10. Stock Take
The Stock Take feature has been made to help you to check if your warehouse(s) physical stock matches with the ERP one for each product.
If some stock discrepancies are found, the stock take will automatically correct them once applied, to adjust ERP stocks to the real ones.
It’s available from menu Embedded ERP > Inventory Management > Stock Take.
1. Creation
To create a new stock transfer, access its main screen first (Embedded ERP > Inventory Management > Stock Take).
Then once the grid is displayed, click on New Stock Take button located at the top-right of the grid.
This will load a new screen called “Create new Stock Take” :
Here is the description of each field displayed on this screen :
| Field | Description |
|---|---|
| Label | Name of the stock take |
| Warehouse | Warehouse where the stock take is processed |
| Status | Stock take current status |
| Website | Not managed at the moment |
| Use bin locations | Allows to process the stock take location by location. Useful in the Scan screen, especially when the Product Selection option is set on “All” |
| Product Selection | Select the stock take processing method |
| Manufacturers | Only enabled if the Product Selection method is set on “Manufacturer”. Allow to chose products manufacturer(s) to process the stock take on |
| Notes | Add personnal notes about this stock take |
Warning
Set the Product Selection option on “All” can throw time out errors on the “Scan products” screen, as products collection loaded can become really big.
We advise you to use a “Random” or “Manufacturer” value for the Products selection option, in order to limit the products collection size and prevent time out problems.
If you still want to process a stock take on all your products at the same time setting the Products Selection option on “All”, please also enable the option Use bin locations. This will add a “Location scan” step at the “Scan” page load, limiting the products to scan to the chosen location, and so prevent time out errors.
2. Scan Products
You can also scan products you want to add to the stock take using your barcode scanner, with the “Scan” function.
This function is available clicking on the Scan Products button, located next to the Save button.
The “Scan” screen looks like :
From this screen, simply scan your products barcode to add them to the stock take.
Note
You can also use the + and - buttons to increase or decrease the quantity manually.
Note
If it seems that barcodes are not well recognized, please check :
- That ERP can correctly find them by typping their barcode using your keyboard, making sure nothing is focused when you type the code.
- That your barcode scanner is correctly adding a cariage return at the end of each barcode scanned.
Use the “Save” button to validate your scans. Then you can check what have been scanned in the “Products” tab.
3. Import Products
If you don’t want to scan your products, you can also import a csv file with the scanned quantity.
It can be done in the “Import / Export” tab.
4. Print
The “Print” button allows to print a PDF file with all products in the stocktake and their status.
5. Apply the stocktake
Once your stocktake is complete, you can apply it using the “Apply” button.
All stock movements that will be created are listed in a grid in order to check what is going to be applied.
You can then use the “Create stock movements” button to update your stock levels.
Note
If some products you scanned during the Scan step are missing from the Apply grid, it can be due to some PHP settings that need to be increased.
More information in the FAQ - Stock take scanned items not considered
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