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--- start:stock:stocktake:stocktakemanual [2018/07/31 12:23] – [Headline] Emma
+++ start:stock:stocktake:stocktakemanual [2021/02/04 09:51] (current) – Justin
@@ Line 4: / Line 4: @@
 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 =====
    - Select the Branch and Type(Supplier or Department) you wish to run a stock take on.
-   - 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.
+   - Then click on "Import Sales Status". This will ask "Do you want to stop Importing Sales?" Please press **YES** as you cannot have this running when completing a Stock Take. This will change "Running" to "Stopped" and will change it to a red background.
-   - Then select the Suppliers or Departments you would like to appear in your Stock Take check list ie White Wine, Tavern Wines.
+   - Then select the Suppliers or Departments you would like to appear in your Stock Take checklist i.e. White Wine, Tavern Wines.
-   - Click on green "Generate Count Sheet" in the bottom left hand corner. This will produce your Count Sheet/Stock Take list.
+   - Click on the green "Generate Count Sheet" button in the bottom left hand corner. This will produce your Count Sheet/Stock Take list.
 {{:start:stock:stock_take.png|}}
-The PDF CountSheet will pop up in the lefthand corner of your screen for you to open.
+The PDF Count Sheet will pop up in the left hand corner of your screen for you to open:
 {{:start:stock:count_sheet.png|}}
-This is what the Count sheet looks like, you can then print the sheet out to complete your manual stock take.
+This is what the Count Sheet looks like, you can then print the sheet out to complete your manual stock take.
 {{:start:stock:count_sheet_2.png|}}
@@ Line 24: / Line 25: @@
 {{:start:stock:stock_take_qty1.png|}}
-The PDF Discrepancy will pop up in the left hand corner of your screen for you to open.
+The PDF Discrepancy will pop up in the left hand corner of your screen for you to open:
 {{:start:stock:discrepancy_button.png|}}
-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.
+This is what the Discrepancy sheet looks like. This is generated to check the quantities you entered are correct. As you can see I 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.
 {{:start:stock:discrepancy_sheet1.png|}}
-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.
+If you are happy with your Stock Count, press the yellow button "Update Stock". It will display a message that says "Update everything means: set value to 0 when value is left blank for all items in count sheet", selecting "Update everything" means just that. It will update every item in your stock take list with the stock count entered be that zero or a quantity. Selecting "Only values entered" means it will only update where you have entered a value. If you don't enter a Value next to an item it will not assume the stock count you want for that item is zero.
+{{:start:stock:stocktake:stock_take_completed.png|}}
-{{:start:stock:remove_items_with_0_counted.png|}}
-This is what your Final Stock Take report with look like.
+==== Restart sales processing ====
-{{:start:stock:stock_take_completed.png|}}
-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:import_sales_status_green.png|}}
-==== **Interrupted Stock Take Resolution** ====
+Now click back onto "Import Sales Status". It will ask "Do you wish to start Importing Sales" please press **YES**. It will turn back to green and "Running" as seen below: {{:start:stock:import_sales_status_green.png|}}
+==== Interrupted Stock Take Resolution ====
-If you are doing a Stock Take over a period of time during one or two days our system with remember what you have entered already and display this sign.
+If you are doing a Stock Take over more than one day our system will remember what you have already entered and display this sign:
 {{:start:stock:stocktake:existing_data_detected.png|}}
-This gives you the ability to remember what stock take you have completed already and you can leave the stock take and them return to it at a later time/day.
+This gives CloudHQ the ability to remember what progress you have completed already allowing you the opportunity to leave the stock take and return to it later.

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