Editing Stocktakes

=== Overview ===

* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate
* A physical check of the stock levels is compared to the stock levels represented in PRS for the selected locations
*Relevant stock movements are then generated to correct any differences between the physical check and the PRS figures
*Lines that have not changed will still produce a zero quantity stock movement, in order to maintain a record of what has been checked

=== Desktop ===

==== Starting a Stock Take using selected locations ====

* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png|frameless]] button at the bottom of the list 
*This button is governed by the [[Security Tokens|Security Token]] "Modify Stock Movements". Ensure it is enabled to make the Stock Take button visible 

[[File:Desktop stock locations.png|frameless|581x581px]]

==== Using the Stock Take Screen ====

* All Stock Holdings for the selected Locations are combined in one list. The columns for this grid are fixed
* The quantity for each holding is shown as "Original Qty"
* "Actual Qty" can be typed in to, and is used to fill in quantities observed during the physical stocktake. This is defaulted to 0
*The "Notes" column can also be edited directly, and will become the notes for each stock movement generated when saved
* The [[File:Prefill.png|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"
* The [[File:Reset.png|frameless]] button can be used to reset "Actual Qty" of all lines to 0
* The [[File:Export button.png|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake. The generated excel sheet has the same columns as the Stock Take grid
[[File:Stock take screen.png|none|thumb|1190x1190px]]

==== Saving ====

* Press the OK button to save (Cancel will lose any unsaved work)

* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved
** Identical quantities will produce a Stock Movement with zero received and zero issued (a transaction to note that this line has been checked, even though nothing has changed)
** A higher actual quantity will produce a Stock Movement with the difference as the amount received
** A lower actual quantity will produce a Stock Movement with the difference as the amount issued
**An actual quantity of zero will produce a Stock Movement that issues the entire amount for the original quantity (that holding is no longer there)

==== Example Excel File for Printing Out ====
[[File:Stocktake excel.png|frameless|1250x1250px]]

=== Mobile ===