Creation Options

This section will allow you to manage a Stock Take for the stock that you have in a specific warehouse for the Site that you have selected in the User Profile

You will also be able to filter by Customer Code, Single Location, or Location ranges

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

This screen will show all the Stock that is currently in the Location

You are able to check the box this will make the stock has checked
If you click in the info or Cs/Ss this will open a new screen Stock Take Discrepancy

Stock Take Discrepancy

This screen will allow you to enter the actual stock quantity that you have in this location for that rotation.

When clicking Next this will save the discrepancy against the record.

Stock Take Divert

This screen shows all the Locations you need to check

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.

This screen allows you to report any incidents that have caused the loss or breakage of the stock.

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.