Stocktakes

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" can be typed in to, and is used to fill in 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

Example Excel File for Printing Out