Line Checks

Introduction

This guide explains how to set up and record line checks. These can be viewed in the Line Checks report in the new reporting module to give you a variance against the expected stock.

Please note that line checks need to be set up in an outlet and can’t be managed through Head Office Stock Templates.

Where to find this

In an outlet, go to StORM, Set Up to set up your line checks and Stocktaking to record them

Step by step guide

1.Create a new stock location as you would for stocktakes and tick the For Line Check option

Open

2. Save the new stock location and add the required items in the normal way

3. Go to the Stocktakes page and see you have an option for Detailed Line Check at the top of the page

Open

4. Click on Detailed - Line Check and then Add Line Check

5. Ensure you have the correct date for your line check. If you are recording it after midnight for the day before, change the date to the previous day

6. Select your stock location and enter your quantities as you would for a stock take and click Submit

Please note

Your line check won’t be included in the total value of your stock on the main Stocktakes page

Your line check isn’t counted as closing stock in any other reports. Line checks are only used in the Line Check report

Reporting

To view your stock variance using the line check, go to the new reporting module and to the Stocktaking reports

1.Unless you want a specific date range, you don’t need to pick a date. The report will use your last line check as the closing stock, and your previous full stocktake as the opening stock.

2. You can select the specific stock location in the filters and run the report just for the items in that line check stock location

3. The report replicates the Variance reports but just gives you the items in your line check