Stock take

Stock take

Stock Take

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.

1. Creation

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.
FullThis 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”.
Product Selection
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.

4. Print

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.

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