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Menu 2 - Stock Management:

  • Using Stock management to confirm quantities in the current locations and also report losses in store.
     

  • Use the Stock Take function if you require a Stock Take (Stock Audit).


     

Stock Take Download:

  • After clicking Stock Take click the button with the inverted triangle and select from the list. 
     
  • You can also filter the results by Customer Code, a specific Location for the selected Warehouse, or a Location Range From and To.
     
  • If you want all Stock for a Customer for one Warehouse you can enter the Warehouse and Customer Code before pressing the DOWNLOAD button.
  • Once all information is filled in, click the DOWNLOAD button to go to the Stock Take Location screen.


     
Stock Take Location: 

  • Select a Rotation from the list.
    • The list will update to show any differences and indicate if the rotation has been checked in the Check column.
       
  • Pressing the Abort button will upload all checked Rotations to the server and Complete that Stock Check.
     
  • You will need to create a new Stock Take to Complete the remaining Rotations.


     

Stock Take Discrepancy:

  • Enter the amount of Stock in the Location in Cases and Singles.

  • Pressing the Next button will Save and Note any differences, take you back to the Stock Take Location screen and mark the Stock as checked.


     

Stock Take Divert:

  • This screen shows all the Locations you need to check (if required to do so).
     

  • Clicking on a Location will take you back to the Stock Take Location screen but will only show the stock for the location chosen.
     

  • Once a Location is completed it will show as Checked in the Check column.


     

Stock Loss:

  • If there have been any incidents that have caused the loss or breakage of one or more Products you can enter a Stock Loss.
     
  • You will need to select the Location name where the Stock is currently stored, The Rotation shows the amount in the Location currently, the amount that was lost and the type of loss. Please note that the Quantity in Location will be prior to the losses.
     
  • Depending on the size of the loss you can also toggle the show pallets button which will allow you to enter the pallets lost.

  • Enter a Reason/Cause of the breakage of the bottles. 



  • Jump back to the Main Menu section.
     
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