Stocktake Wizard
The purpose of this function is to allow the operator to perform the complete stocktake task from printing the count sheets, through to entry of the count and print of the variance report.
To Run the Stocktake Wizard
- Click on Utility Menu
- Click on Stocktake
- Click on Stocktake Wizard
Step 1 of 8
This step displays the Welcome Screen and gives you an introduction to the wizard.
Once you have read this screen:-
- Click “NEXT” to proceed to the next step
Step 2 of 8
This step allows you to select the type of goods to include in your stocktake as well as subset you wish to include.
- Eg If you wish to include only packaged goods for department 28
- Untick the include Bulk Goods check box
- Drop down the Subset list and select Sales Department
- Click “NEXT” to proceed to the next step
Step 3 of 8
This step allows you to select the range of your subset selection. If we continue our example we want to do a stocktake on department 28.
- In the From selection, select Department 28
- In the To selection, select Department 28
- Click Next
Step 4 of 8
This step allows you to select the order the items will print in. For our example we will select Commodity Alpha order.
- Click on the Commodity Alpha selection
- Click Next
Step 5 of 8
This step allows you to select the optional fields that print on your count sheets and also select a Stocktake Date.
- Check the fields you wish to include
- Select your Stocktake Date
- Click Print to print your Stocktake Count Sheets
- Click Exit
Once you have completed your stocktake run the Stocktake Wizard again and it will return you to this step to complete the Update.
Step 6 of 8
This step allows you to enter the Stocktake Count.
- Click the Reset button
- Click YES on the Confirmation Message
- Click the Count button
- Click in the Actual field of the first record
- Arrow down through the items altering any actual on-hand quantities as you go
- If you change a figure remember to press Enter before arrowing down to the next line
- Click OK when you are finished
- Click Next to proceed to the next step
Step 7 of 8
This step allows you to print the Variance Report which will display the details of the items where the Actual Count did not match the estimated on-hand figures.
- Click the Print button
- Click the Next button
Step 8 of 8
This step will commit the Actual Count figures and update the quantity on-hand figures for all the items in the Stocktake.
- Click the FINISH button
- To complete the Stocktake Click YES on the Confirmation Message
