Stocktakes - Revision history

Prs at 02:36, 24 April 2026

2026-04-24T02:36:19Z

← Older revision		Revision as of 02:36, 24 April 2026
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			{\| class="wikitable" width="20%" cellpadding="8"
			\|-
			! PRS Version
			\| {{{version\|Not specified}}}
			\|}
			{{TrainingVideo
			\| title = Products - Stock Locations - Stocktakes
			\| module = Products
			\| duration = 6:05
			\| updated = April 2026
			\| summary = How to schedule rolling stocktakes against PRS stock locations, how overdue items are highlighted, and how to complete a stocktake on PC or through the mobile app with photos for traceability.
			\| videofile = Products - Stock Locations - Stocktakes.mp4
			\| transcript =
			<div class="ts-entry" data-time="0"><span class="ts-time">0:00</span> <span class="ts-text">Scheduling stocktakes against your stock locations.</span></div>
			<div class="ts-entry" data-time="21"><span class="ts-time">0:21</span> <span class="ts-text">Rolling stocktakes catch problems before they happen.</span></div>
			<div class="ts-entry" data-time="61"><span class="ts-time">1:01</span> <span class="ts-text">Overdue stocktakes highlighted in red on locations.</span></div>
			<div class="ts-entry" data-time="90"><span class="ts-time">1:30</span> <span class="ts-text">Changing stocktake frequency per location in PRS.</span></div>
			<div class="ts-entry" data-time="131"><span class="ts-time">2:11</span> <span class="ts-text">Completing a stocktake on the desktop.</span></div>
			<div class="ts-entry" data-time="177"><span class="ts-time">2:57</span> <span class="ts-text">Using the mobile app for stocktakes with photos.</span></div>
			\| keypoints =<br>
			* Stocktakes can be scheduled per location and product.
			* Rolling stocktakes help catch discrepancies early.
			* Frequency can be set yearly, quarterly, monthly, or daily.
			* The PC flow lets you update actual vs original quantities.
			* The mobile app supports stocktakes with photo evidence.
			* Photos become a live audit record visible back on the desktop.
			\| seealso =<br>
			* [[Related Page One]]
			* [[Related Page Two]]
			}}


	=== Overview ===		=== Overview ===

Nick: /* Using the Stock Take Screen */

2023-02-23T08:51:26Z

Using the Stock Take Screen

← Older revision		Revision as of 08:51, 23 February 2023
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	* The quantity for each holding is shown as "Original Qty"		* 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		* "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: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: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		* 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]]
	[[File:Stock take .png\|~~frameless~~\|~~939x939px~~]]

	==== Saving ====		==== Saving ====

Nick: /* Saving */

2023-02-17T01:18:21Z

Saving

← Older revision		Revision as of 01:18, 17 February 2023
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	* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved		* 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 (~~basically~~ a transaction to note that this line has been checked, even though nothing has changed)		** 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 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		** A lower actual quantity will produce a Stock Movement with the difference as the amount issued

Nick: /* Overview */

2023-02-17T01:16:40Z

Overview

← Older revision		Revision as of 01:16, 17 February 2023
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	* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png\|frameless]] button at the bottom of the list		* 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]]		[[File:Desktop stock locations.png\|frameless\|581x581px]]

Nick: /* Overview */

2023-02-17T01:07:13Z

Overview

← Older revision		Revision as of 01:07, 17 February 2023
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	* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate		* 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 selected locations		* 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		*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		*Lines that have not changed will still produce a zero quantity stock movement, in order to maintain a record of what has been checked

Nick: /* Desktop */

2023-02-17T01:06:52Z

Desktop

← Older revision		Revision as of 01:06, 17 February 2023
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	* A physical check of the stock levels is compared to the stock levels represented in PRS for selected locations		* A physical check of the stock levels is compared to the stock levels represented in PRS for selected locations
	*Relevant stock movements are then generated to correct any differences between the physical check and the PRS figures		*Relevant stock movements are then generated to correct any differences between the physical check and the PRS figures
	*Lines that have not changed will ~~also~~ produce a zero quantity stock movement, to maintain a record of what has been checked		*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 ===		=== Desktop ===

Nick: /* Overview */

2023-02-17T01:06:32Z

Overview

← Older revision		Revision as of 01:06, 17 February 2023
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	* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate		* Stocktakes on PRS can be used to ensure stock levels represented in the system are accurate
	* ~~Stocktakes~~ will also ~~generate~~ stock movement ~~transactions~~ to ~~reflect whether there was more or less stock recorded on PRS at the time~~ of ~~stocktake~~		* A physical check of the stock levels is compared to the stock levels represented in PRS for 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 also produce a zero quantity stock movement, to maintain a record of what has been checked

	=== Desktop ===		=== Desktop ===

Nick: /* Using the Stock Take Screen */

2023-02-17T01:02:44Z

Using the Stock Take Screen

← Older revision		Revision as of 01:02, 17 February 2023
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	==== Using the Stock Take Screen ====		==== Using the Stock Take Screen ====

	* All Stock Holdings for the selected Locations are combined in one list		* 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"		* 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		* "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 [[File:Prefill.png\|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"		* 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: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 [[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 .png\|frameless\|939x939px]]		[[File:Stock take .png\|frameless\|939x939px]]

Nick: /* Using the Stock Take Screen */

2023-02-16T09:22:40Z

Using the Stock Take Screen

← Older revision		Revision as of 09:22, 16 February 2023
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	* The [[File:Reset.png\|frameless]] button can be used to reset "Actual Qty" of all lines to 0		* 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 [[File:Export button.png\|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake

			[[File:Stock take .png\|frameless\|939x939px]]

			==== 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		* 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 0 received and 0 issued		** Identical quantities will produce a Stock Movement with zero received and zero issued (basically 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 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		** 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)
	~~[[File:~~Stock ~~take .png\|frameless\|939x939px]]~~

	==== Example Excel File for Printing Out ====		==== Example Excel File for Printing Out ====

Nick: /* Desktop */

2023-02-16T09:18:12Z

Desktop

← Older revision		Revision as of 09:18, 16 February 2023
Line 18:		Line 18:
	* "Actual Qty" can be typed in to, and is used to fill in quantities observed during the physical stocktake. This is defaulted to 0		* "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 [[File:Prefill.png\|frameless]] button can be used to copy over any numbers in "Original Qty" to "Actual Qty"		* 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 to 0		* 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 [[File:Export button.png\|frameless]] button is the recommended way to generate a sheet for printing out before a stocktake
	* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved		* Each line in the Stock Take will produce a Stock Movement when the Stock Take is saved

← Older revision		Revision as of 01:16, 17 February 2023
Line 11:		Line 11:

	* Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the [[File:Stocktake.png\|frameless]] button at the bottom of the list		* 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]]		[[File:Desktop stock locations.png\|frameless\|581x581px]]