Home > Inventory > Stocktakes > Screen Shots/Explanations > Stocktake - Basic
This function allows you to perform a Stocktake.
Figure: Example Stocktake Screen
Location |
The location at which the stocktake is to be performed. |
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Stocktake Date |
The date for which the stocktake is being performed. It is only used when the stocktake is accepted and shrinkage statistics are recorded. |
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Stocktake Type |
There are four types of stocktakes as follows:
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Generate Items For Stocktake |
This button is only available if the Type of stocktake is 'Store' or 'Bar'. In these types of stocktakes, the system needs to generate a list of items BEFORE counting starts. |
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Refresh Stock Levels |
This button is only available if the type of stocktake is 'Store' or 'Bar'. When this type of stocktake is started, the system will immediately get the current stock count and cost for each item which needs to be counted. However, when trying to reconcile stock variances you may find that some information, for example an invoice, has not been entered. In this situation, you would save the stocktake details, enter the missing information and retrieve the stocktake. At this point in time the stock on hand still reflects the value when the stocktake was first generated and does not include the new information. You can press this button to force the system to get the stock on hand and cost for all the items in the stocktake. This button can be disabled via checking the Prevent Refresh Of Stock When Counted check box in System Settings System 2. This process can be automated and run automatically as a scheduled job. When run as a scheduled job, the Auto Refresh Stock Levels screen is not displayed, and the processing occurs with no user interaction required. The process can be scheduled from a command line or batch file by using the following command: MERCHANTEOD.EXE AUTOREFRESHSTOCKLEVELS A The second parameter ‘A’ defines that the process is being run as a scheduled job, and suppresses the display of the Auto Refresh Stock Levels screen. Status message screens are displayed as the stock levels are refreshed for each stocktake. |
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Get Current Stock |
This button is only available if the type of stocktake is 'Direct or 'Bar Direct'. When you have finished entering the items that were counted, press this button to get the current stock on hand and cost information for the items. |
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Status |
The status of the current stocktake. The system will update the status automatically as you create, and prepare the stocktake. The status codes are:
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Created |
The user who created the stocktake, and the time when the stocktake was created. This is set automatically by the system. |
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Authorised By |
The code of the user who authorised the transaction when it was accepted. |
There are buttons at the top of the window to control the transaction. Special buttons include:
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Press this to accept the stocktake. At this point the stock on hand figures are set to the stock take figures for the location. No further changes can be made to the stock take after it has been accepted. |
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Press this button to hold the transaction. This is like accepting a stocktake in that the stocktake cannot be altered anymore but it does not actually adjust any actual quantities. Holds the stock take for information, but does not change any stock on hand figures in the database. No further changes can be made to the stock take once it has been held. |
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Press this button to import items from another source (handheld, spreadsheet and so on). See Importing Data for further details. |
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