The stock take feature has been designed to help you to check at given times your warehouse(s) stock levels.
You can access it from menu Inventory > Stock take.
This will lead you to a grid where all stock takes already created will be displayed :
Now we will see how you can create and process stock takes.
To create new stock takes, first go to the stock takes grid as explained in the previous section.
Then, click on the "New stock take
" button located at the bottom-right corner of the screen :
A new screen will be displayed.
You will be able from there to define stock take parameters :
Here is the description of each field displayed on this screen :
Name of the stock take.
Warehouse from where the stock take is processed.
Full : This mode will set the stock level of not scanned product(s) to 0.
If the "Product Selection" option has been set to "Manufacturer", only products not scanned for selected manufacturer(s) will have their stock level reset to 0.
Partial : This mode will not set to 0 the stock level of not scanned product(s).
This is the stock take current status.
This option is not used anymore.
Use bin locations
This option adds a "Scan location" step in the "Scan products" screen, to allow stock take to be processed for specific locaiton(s) only.
Useful especially when the Product Selection option is set to “All”.
This option defines which products will be processed through the stock take.
You can chose between these options :
- "All" : This will add all your warehouse products to the stock take
- "Random" : This will add 1000 random products from your warehouse to the stock take
- "Manufacturer" : This will add all products associated to selected manufacturer(s) to the stock take
Only enabled if the "Product Selection" option is set on “Manufacturer”.
It allows to select from which manufacturer(s) products should be added to the stock take.
From there, you can add some internal notes about this stock take.
These notes will be visible by anyone using the application.
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.
You can also use the + and - buttons to increase or decrease the quantity manually.
If it seems that barcodes are not well recognized, please check :
That ERP can correctly find them by typing their barcode using your keyboard, making sure nothing is focused when you type the code.
That your barcode scanner is correctly adding a carriage 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.
The “Print” button allows to print a PDF file with all products in the stock-take 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.
Stock take issue : duplicate SKUs identified
Overview This article explains how to fix error « duplicate skus identified » This error happens if you have duplicate skus in your products : To work correctly, your Skus must be unique. Stock take in Myfulfillment can be done with a scanner, so, a ...
Stock Helper The stock helper screen has been designed to help you to optimize your products ideal & warning stock levels depending of procurement and sales history data. To reach the stock helper screen : In the stock helper grid, you will find one ...
Quick Start - Stock management
Warehouses Everything starts with Warehouse configuration. By default, 1 warehouse is created. If you wish to rename it, select menu Inventory > Warehouses, click on the warehouse, update the name and save. For more details about warehouses : ...
Stock levels backup
Stock level backup Connect is able to process a backup of your warehouse(s) stock levels everyday, saving results in CSV files that will then be available for download from the warehouse screen. Setup All the stock levels backup will be setup through ...
Overview Stock movements are the way Connect manage products stock changes. They are automatically created in some cases : On order shipments, ordered items stock is decreased by stock movements creation. On purchase order deliveries, ordered items ...