Difference between revisions of "Stocktakes"
Jump to navigation
Jump to search
| Line 5: | Line 5: | ||
=== Desktop === | === 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 | |||
[[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 quantity for each holding is shown as "Original Qty" | |||
* "Actual Qty" is used to fill 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:Reset.png|frameless]] button can be used to reset to 0 | |||
* 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 | |||
** Identical quantities will produce a Stock Movement with 0 received and 0 issued | |||
** 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 | |||
[[File:Stock take .png|frameless|939x939px]] | |||
=== Mobile === | === Mobile === | ||
Revision as of 07:52, 16 February 2023
Overview
- 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
Desktop
Starting a Stock Take using selected locations
- Go to Product Management → Stock Locations → Select the Locations to Stocktake → Select the
button at the bottom of the list
Using the Stock Take Screen
- All Stock Holdings for the selected Locations are combined in one list
- The quantity for each holding is shown as "Original Qty"
- "Actual Qty" is used to fill quantities observed during the physical stocktake. This is defaulted to 0
- The
button can be used to copy over any numbers in "Original Qty" to "Actual Qty" - The
button can be used to reset to 0 - The
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
- Identical quantities will produce a Stock Movement with 0 received and 0 issued
- 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
