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| Both sides previous revision Previous revision Next revision | Previous revision | ||
| en:mobile:user_guide:stocktakes_program [2020/02/04 19:45] – Alain Dumont | en:mobile:user_guide:stocktakes_program [2020/06/09 05:29] (current) – [Click on Stocktakes] Mark Prins | ||
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| - | ===== 9. Stocktakes (Program) ===== | + | ===== Stocktakes (Program) ===== |
| You would like to perform a stocktake for all the items in a [[https:// | You would like to perform a stocktake for all the items in a [[https:// | ||
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| You need to create a **Program Stocktake**, | You need to create a **Program Stocktake**, | ||
| - | ==== 9.1. Click on Stocktakes ===== | + | ==== Click on Stocktakes ===== |
| {{ : | {{ : | ||
| - | When your store has access to at least one program, creating a Stocktake will prompt you to choose from either a **Program Stocktake** or a **General Stocktake.** | + | When your store has access to at least one program, creating a Stocktake will prompt you to choose from either a **Program Stocktake** or a **General Stocktake.**\\ |
| + | Note: In the **Program Settings** section of the master list - one of the **Tag**s must be assigned to the store you are working in. | ||
| (To create a regular stocktake, click the **General Stocktake** button and continue as usual.) | (To create a regular stocktake, click the **General Stocktake** button and continue as usual.) | ||
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| Let's create a program stocktake... | Let's create a program stocktake... | ||
| - | ==== 9.2. Click on Program Stocktake ===== | + | ==== Click on Program Stocktake ===== |
| Select the **Program** from the dropdown list and give the stocktake a logical name. | Select the **Program** from the dropdown list and give the stocktake a logical name. | ||
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| {{ : | {{ : | ||
| - | ==== 9.3. This will bring up the Stocktake Editor ===== | + | ==== This will bring up the Stocktake Editor ===== |
| The stocktake is pre-populated with items from the program. | The stocktake is pre-populated with items from the program. | ||
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| - | ==== 9.4. For each item, compare your physical count with the Snapshot Quantity ===== | + | ==== For each item, compare your physical count with the Snapshot Quantity ===== |
| Update incorrect item quantities by clicking in the **Actual Quantity** column. | Update incorrect item quantities by clicking in the **Actual Quantity** column. | ||
| - | If you change the amount of stock you have in the Actual Quantity column, this variation will now show in in the **Difference** column. | + | If you change the amount of stock you have in the Actual Quantity column, this variation will now show in the **Difference** column. |
| This can take some time but remember - if the **Snapshot Quantity** is correct, you don't need to do anything! | This can take some time but remember - if the **Snapshot Quantity** is correct, you don't need to do anything! | ||
| - | ==== 9.5. If prompted, enter a reason for inventory adjustments ===== | + | ==== If prompted, enter a reason for inventory adjustments ===== |
| If your stocktake screen shows a **Reason** column, you must enter a reason for any positive or negative inventory adjustments. | If your stocktake screen shows a **Reason** column, you must enter a reason for any positive or negative inventory adjustments. | ||
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| To change the reason, click on the cell again. | To change the reason, click on the cell again. | ||
| - | ====9.6. Edit batch-specific information ==== | + | ====Edit batch-specific information ==== |
| You can adjust batch-specific information or add new batches by clicking the item's **Batches** icon. | You can adjust batch-specific information or add new batches by clicking the item's **Batches** icon. | ||
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| Note: The main stocktake screen will only show the most common reason among the batches for an item's inventory adjustment. | Note: The main stocktake screen will only show the most common reason among the batches for an item's inventory adjustment. | ||
| - | ====9.7. When you are finished...==== | + | ====When you are finished...==== |
| Click **Finalise**. | Click **Finalise**. | ||