Introduction
This client option means you can use the calculated theoretical stock in hand figure and convert it into an actual stocktake.
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If using this tool, it is therefore essential that items are not duplicated across stock locations. If necessary, separate stock locations can be created for stocktaking. IndiCater can provide further assistance on how to manage this.
Assumptions
You are using the below modules in IndiCater:
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Stock Transfers if required
Where to find this
Outlet, StORM, Stocktakes
Step-by-Step guide
Once logged into the outlet, go to StORM, Stocktakes
- Click on the option called Add Theoretical Stocktake
- Select the relevant stock location. You can also filter by department if required
- There is no option to select the date as it will always use today's date
- Click the 'Display theoretical stock' button
- Click on the arrows in the Header Row to sort the list
- The Theoretical stock count will be shown as a number of cases which can include decimal places
- Click on the Save as Stocktake button at the bottom of the page to save
- This will now be saved just like any other stocktake
- To amend the figures, click the Edit button to open the stocktake
