Within the Style/Design Confirm stock take there are also two types of stock take :
a) Partial Stock Take ‐ one that allows the counting and correction of a sub‐set of your products leaving stock levels for uncounted items as they were prior to the count
b) Full Stock Take ‐ a stock take which is normally conducted to fit in with your financial years or accounting periods. This resets stock levels for ALL ITEMS to zero after which your counted values are made live.
Starting a Stock Take
Starting a stock take makes a temporary copy of your product data, including current stock levels, cost prices and stock valuation.
1) Click the ‘Stock Taking’ icon (as shown above) from the Cloud Dashboard
2) Select Location for your Stock Take – i.e. ‘Brunels Department Store’
3) Choose ‘Style/Design Confirm’ method from the list box on the right of the screen
4) Choose to ‘Start a New Stock Take’ or ‘Continue an Ongoing Count’. If there is an ongoing stock take in progress for the chosen location you will see a warning message. You then have two options; ‘Continue On‐Going Count’ or Clear the on‐going count and start a new one (check the ‘Allow Count Reset’ tick box and click the button below it)
If there are goods in transit that have not yet been booked into this location or Inter Branch Transfers are in progress for this location or there are un‐resolved stock movement exceptions you will see the warning. You will need to clear all these transactions before commencing a stock take.
Counting your Stock
Several people may count simultaneously, each time a count is added the name of the individual, the count location and time/date is recorded.
1) Choose the Count Location from the drop‐down box
2) To search by Barcode scan the barcode (or type in the PLU or Reference) in the ‘Search for barcode’ box, i.e. 991292 in the example below.
3) The item with the matching barcode will be returned and the counter must then check that the description of the item returned matches what they are scanning. If the two do not match the counter must bring this to the attention of the stock control manager.
4) Enter the counted qty at that location and press ‘Save this count’
5) You will see the Total Count column will now contain the counted qty
6) If the item has been counted previously the new count will be added to the existing total count to cater for items which are stored in a number of locations
7) If you make a mistake you may correct an over‐count by applying a negative count and vice‐versa
8) When you have finished your count click the ‘Allow proceed’ tick box and then click ‘Next’ (you can always click ‘Back’ at any stage to continue counting) to review and validate your count.
Counting your Stock (Fashion Retail)
Several people may count simultaneously, each time a count is added the name of the individual, the count location and time/date is recorded.
1) Choose the Count Location from the drop‐down box
2) To search by Barcode scan the barcode (or type in the PLU or Reference) in the ‘Search for barcode’ box, i.e. 991292. If the item scanned is linked to others by a design or style entry each size and colour will be displayed and the scanned item will be highlighted in orange. This allows you to count a whole style or design by scanning a single garment.
3) In addition to barcode scanning you may search by the design or style name.
4) The items with the matching barcode or style/design will be returned and the counter must then check that the description of the item returned matches what they are scanning. If the two do not match the counter must bring this to the attention of the stock control manager.
5) Enter the counted qty at that location and press ‘Save this count’ Example of Search by Barcode, with a design range match and entered Count Values
6) You will see the Total Count column will now contain the counted qty
7) If the item has been counted previously the new count will be added to the existing total count to cater for items which are stored in a number of locations
8) If you make a mistake you may correct an over‐count by applying a negative count and vice‐versa
9) When you have finished your count click the ‘Allow proceed’ tick box and then click ‘Next’ (you can always click ‘Back’ at any stage to continue counting) to review and validate your count.
Validating your Stock Count
This section provides useful tools that will assist you to achieve an accurate count.
This listing can be filtered as follows (Click ‘Refresh results’ after making your choice)
– All Items Counted – shows just the items you have counted
– Items not counted where stock level <> (is not) 0 – Show items not counted at all
– Show all items filtered by category (as selected in the drop‐down box)
To view the count history of any line click the ‘Select’ button on the relevant row of the table, as below (click ‘Back’ to return to the full stock count list)
Making your Stock Count Figures Live
1) You can choose to print a stock take report, showing a comparison of before and after the count – this can be filtered by choosing ‘All Items’ or ‘Only Counted Items’,
2) To commit the count figures and make them live, choose between ‘Partial Reset’ or ‘Full Reset’, as explained below ‐ ticking the ‘Allow reset’ tick box.
Full Reset ‐ Reset stock levels for every item at the selected location to zero. Then update the stock levels for items that have been counted.
Partial Reset ‐ Reset only the stock levels for the items you have counted at the selected location. Leaves stock levels for all other items as they were before you started the count.
After either of these operations your temporary stock taking data is cleared down and the count at this location is closed. Your figures are now live and you will receive a confirmation message at the top of the screen