Difference between revisions of "Stocktakes"
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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 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 === | === Desktop === | ||
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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]] | ||
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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| | |||
==== Saving ==== | ==== Saving ==== | ||
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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 ( | ** 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 | ||
Latest revision as of 08:51, 23 February 2023
Overview[edit | edit source]
- 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[edit | edit source]
Starting a Stock Take using selected locations[edit | edit source]
- Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the
button at the bottom of the list - This button is governed by the Security Token "Modify Stock Movements". Ensure it is enabled to make the Stock Take button visible
Using the Stock Take Screen[edit | edit source]
- 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
button can be used to copy over any numbers in "Original Qty" to "Actual Qty" - The
button can be used to reset "Actual Qty" of all lines to 0 - The
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
Saving[edit | edit source]
- 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[edit | edit source]
