Stocktake Details

The details of a Stocktake can be opened by tapping a Stocktake Record in the Stocktake Listing.

In the Stocktake Details screen you can:

• Sort all listed Stocktakes
• Filter any Items in the Details
• Process the Stocktake
• Re-order the Items listed
• Scan to search an item in the listing
• Type in a Catalogue item to search
• Work Through each Catalogue Item and perform a Count

Sorting options Available

Easily sort the listing by incomplete and processed items.

Actions Available on the Stocktake Details

A person with the appropriate authority goes into the Stocktake’s details and clicks on the “Process” button. This adjusts the Stock on Hand values in the Catalogue to the counted values.

Scanning and Searching Options

Inside the Stocktakes details we have again added the simple scanning options as well as search bars. Scan the item and perform your count.

Performing the Stocktake

Each catalogue item listing has the following information:

• Catalogue Number
• Part Name
• Bin Location

Locate the catalogue item you are working with and enter the count number in the field provided.

This will instantly update the Stocktake and this record will now show as green, putting it into a completed state.

Exiting the Screen will save the Stocktake.