EMS | Stock Take

EMS | Stock Take

Description

The Stock taking facility enables the user to keep a check on all stock held by comparing the ‘actual’ stock levels with the ‘expected’ stock levels. If there are any discrepancies with your stock that need to be accounted for the only way to do this is by completing a stock take and accounting for it with a stock take adjustment. 

Resolution

In "Administrator" or via "Manager" click onto “Stock"



Creating Stock Takes

If you are a multi-site business, select the relevant Site.
  1. To open a Stock Take, click onto the "Green Plus", the enter the following details as you require:
  2. Stock Take Date - enter the date count is to be conducted
  3. Description - enter a description generally the reason for the stock take or the brand
  4. Staff Member - the name of the staff member responsible for the count
  5. Notes  - ability to enter note through out the process, these can be used for refence
  6. Click the "Green tick" to create 

Stock Take Selection Criteria

Identify which stock items are to be included in the stock take



  1. Select the stock take form the list and select the "Stock Selection" Tab
  2. Select the general list of items to be included, using the various options:
    1. Stock Room - if you have multiple "Stok Rooms" select the outlet to be counted
    2. Manufacturer - tick the brands in the list to be included in the count
    3. Category - tick the type of products to be included in the count
    4. Type - select whether counting Retail, professional or all(Both) product types
    5. Update - select update to confirm the list
  3. Stock Items to Count - the list of items included are presented in list
  4. ADD - the add button provides the ability to search for product and add then to the count
  5. REMOVE - this will remove items selected in the list form the count
  6. Print - Ability to print the list
  7. Save - After any changes select save to store the the count list

Stock Take Count



  1. Select the stock take form the list and select the "Stock Take" Tab
  2. Click on “Open Stock Take” to input your stock count 
  3. Go through the list of products entering your stock levels in the “Act. In-Stock” column
  4. Once all of your stock levels have been entered click on the “Green Tick” 


  1. If there is a difference between your stock count and the expected stock levels a message will prompt you to re-enter any items that are incorrect.
  2. Click on “OK”
  3. The items that were incorrect will be displayed on the “Confirm Stock Levels” screen
  4. Verify that the quantities are correct and re-input the values
  5. Click on the “Green Tick”
    1. You may save this screen and re-enter your stock levels at a later time after having a re-count.
    2. If there is still a difference between your stock count and the expected stock levels in the system a message will warn of the discrepancy and offer the opportunity to close and confirm the stock take. By clicking on “Yes” it will adjust the stock levels to the levels you have manually entered 

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