Stocktaking - Detailed Stocktake - in progress
Introduction
A detailed stock take lets you count your stock by catalogue item.
If you have an additional value for stock that you wish to count and which isn't in any of your catalogues, you can add this as a Simple Stocktake.
Where to find this
Outlet > StORM > Stocktakes
Step-by-step guide
Before you begin
Firstly, ensure you have set up your Stock Locations and ticked that they can be used for Stocktaking. There is another guide about managing Stock Locations here: Setting up and managing stock locations
The stocktakes you will see on the Stocktakes page show you your opening stock. These are the latest stocktakes you have recorded listed by Stock Location
To add a new stocktake, ensure the week displayed is the one you want to add your stocktake to and click Add Detailed Stocktake
Select Department, the Stock Location and the date within the chosen week
Click Display Stocktakes
Click Continue
Enter the required quantities in the Case, Pack/Sleeve and Ind (individual items) columns. You can enter a quantity in each column, eg 1 case, 2 sleeves and 5 individual items. You can move across these cells using the tab and/or arrow keys, or by using the mouse to click around.
See the total value of that line automatically calculate in the Stock Value column
The line you are working on will highlight to help you see all relevant data for that item
The total value of the stocktake will update at the bottom of the page
Once complete, click Update Stocktake
If you want to record a zero value stocktake, click save without adding any quantities
To edit the stocktake once created, click on the date in red, make the amendments and click Update Stocktake to save the changes.
Please note, if you create 2 stocktakes in a week for the same stock location, the value of both will be included in the stock figures on the main Stocktakes page but only the second will be counted as the closing stock figure. To avoid this, you should amend the first stocktake rather than create a second.
If you create a stocktake in week 1 and don't update it in week 2, the value of that stocktake in week 1 will carry forward and so your closing stock value in the trading report for week 2 will include the value of the stocktake recorded in week 1. It will continue to be included in your closing stock value until a new stocktake is recorded.