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start:stock:stocktake:stocktakemanual

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Stock Take

This following tutorial is about how to complete a Stock Take on Cloudhq. You can do this weekly, monthly or whatever time frame suits you.

To begin with click on the menu button in the top left hand corner of you screen, followed by “Stock” and then “Stock Taking”. This will take you to the screen where you can perform the stock take.

Steps

  1. Select the Branch and Type(Supplier or Department) you wish to run a stock take on.
  2. Then click on “Import Sales Status”, it will ask you “Do you want to stop importing Sale? Please press YES. As you cannot have this running when completing a Stock Take. It will show as red X Stopped.
  3. Then select the Suppliers or Departments you would like to appear in your Stock Take check list ie White Wine, Tavern Wines.
  4. Click on green “Generate Count Sheet” in the bottom left hand corner. This will produce your Count Sheet/Stock Take list.

The PDF CountSheet will pop up in the lefthand corner of your screen for you to open.

This is what the Count sheet looks like, you can then print the sheet out to complete your manual stock take.

Enter the total number of stock items you have in each Qty column for all products, then click on the Blue “Discrepancy” button.

The PDF Discrepancy will pop up in the left hand corner of your screen for you to open.

This is what the Discrepancy sheet looks like, this is generated to check your Qty entered are correct. As you can see l have entered the wrong QTY of Stock for Sav Blanc & Muesli. It should of been 6 NOT 16. As my stock at the beginning of the month was 15, so my usage is 9 on both.

If you are happy with your Stock Count, press the yellow button “Update Stock”. It will display a message that says “Remove items with Zero Counted values”, pressing Yes will update the current stock quantity of all products and will generate a final report of updated stock quanties.

This is what your Final Stock Take report with look like. Now click back onto “Import Sales Status” it will ask you “Do you wish to start importing Sales” please press YES. It will turn back to green and Running.

start/stock/stocktake/stocktakemanual.1473642498.txt.gz · Last modified: 2016/09/12 11:08 by 127.0.0.1