{"id":2398,"date":"2023-11-26T21:52:15","date_gmt":"2023-11-26T21:52:15","guid":{"rendered":"https:\/\/mexuserguide.dreamhosters.com\/?p=2398"},"modified":"2024-01-09T04:09:56","modified_gmt":"2024-01-09T04:09:56","slug":"stocktake-details","status":"publish","type":"post","link":"https:\/\/helpguide.mex.com.au\/app\/stocktake-details\/","title":{"rendered":"Stocktake Details"},"content":{"rendered":"\r\n\t\t<div  class=\"block-717197a2-0ffc-4cd9-adf0-7dc00908ab29 areoi-element container alignfull\">\r\n\t\t\t\r\n\t\t\t\n\r\n\t\t<div  class=\"block-64ee35ab-63e4-450d-bf60-bff1b35ebd25 row areoi-element padding-bottom20_0\">\r\n\t\t\t\r\n\r\n\t\t\t\n\r\n\t\t<div  class=\"block-8bd8393a-8c8e-42c0-81a8-08895d610135 col areoi-element\">\r\n\t\t\t\r\n\t\t\t\n\r\n\t\t<div  class=\"block-8b0b219a-236b-4ab6-b074-b6b0e63dbd5b accordion\">\r\n\t\t\t\n\r\n\t\t<div  class=\"block-915b470b-7429-4d16-b2b0-a4ebda68c70b accordion-item\">\r\n\r\n\t\t\t<h1 \r\n\t\t\t\tclass=\"accordion-header\" \r\n\t\t\t\tid=\"block-915b470b-7429-4d16-b2b0-a4ebda68c70b-header\"\r\n\t\t\t>\r\n\t\t\t\t<button \r\n\t\t\t\t\tclass=\"accordion-button collapsed\" \r\n\t\t\t\t\ttype=\"button\" \r\n\t\t\t\t\tdata-bs-toggle=\"collapse\" \r\n\t\t\t\t\tdata-bs-target=\"#block-915b470b-7429-4d16-b2b0-a4ebda68c70b-collapse\" \r\n\t\t\t\t\taria-expanded=\"true\" \r\n\t\t\t\t\taria-controls=\"block-915b470b-7429-4d16-b2b0-a4ebda68c70b-collapse\"\r\n\t\t\t\t>\r\n\t\t\t\t\tRelated Posts &#8211; Stocktakes\r\n\t\t\t\t<\/button>\r\n\t\t\t<\/h1>\r\n\r\n\t\t\t<div \r\n\t\t\t\tid=\"block-915b470b-7429-4d16-b2b0-a4ebda68c70b-collapse\" \r\n\t\t\t\tclass=\"accordion-collapse collapse\" \r\n\t\t\t\taria-labelledby=\"block-915b470b-7429-4d16-b2b0-a4ebda68c70b-header\"\r\n\t\t\t\tdata-bs-parent=\".block-8b0b219a-236b-4ab6-b074-b6b0e63dbd5b\"\r\n\t\t\t>\r\n\t\t\t\t<div class=\"accordion-body\">\r\n\t\t\t\t\t\n\r\n\t\t<div  class=\"block-f8667bed-ddf1-4d2f-9269-c640e564814b list-group\">\r\n\t\t\t\n\r\n\t\t\t<a \r\n\t\t\t\thref=\"https:\/\/helpguide.mex.com.au\/app\/stocktake\/\" \r\n\t\t\t\trel=\"\" \r\n\t\t\t\ttarget=\"\" \r\n\t\t\t\tid=\"block-413afff4-13c2-4cd2-9b12-e51e5ec36a5e\" \r\n\t\t\t\tclass=\"list-group-item\"\r\n\t\t\t>\r\n\t\t\t\tStocktakes \r\n\t\t\t<\/a>\r\n\t\t\n\n\r\n\t\t\t<a \r\n\t\t\t\thref=\"https:\/\/helpguide.mex.com.au\/app\/stocktake-listing\/\" \r\n\t\t\t\trel=\"\" \r\n\t\t\t\ttarget=\"\" \r\n\t\t\t\tid=\"block-bd67ab93-4cfd-478c-81f0-bffc223c4aa4\" \r\n\t\t\t\tclass=\"list-group-item\"\r\n\t\t\t>\r\n\t\t\t\tStocktake Listing \r\n\t\t\t<\/a>\r\n\t\t\n\n\r\n\t\t\t<a \r\n\t\t\t\thref=\"https:\/\/helpguide.mex.com.au\/app\/stocktake-details\/#PerfromingStocktake\" \r\n\t\t\t\trel=\"\" \r\n\t\t\t\ttarget=\"\" \r\n\t\t\t\tid=\"block-baea8259-992a-4970-9e0d-4e1896df4413\" \r\n\t\t\t\tclass=\"list-group-item\"\r\n\t\t\t>\r\n\t\t\t\tCompleting a Stocktake \r\n\t\t\t<\/a>\r\n\t\t\n \r\n\t\t<\/div>\r\n\t\n \r\n\t\t\t\t<\/div>\r\n\t\t\t<\/div>\r\n\t\t<\/div>\r\n\t\n \r\n\t\t<\/div>\r\n\t\n \r\n\t\t\t\r\n\t\t<\/div>\r\n\t\n \r\n\t\t<\/div>\r\n\t\n\n\r\n\t\t<div  class=\"block-64ee35ab-63e4-450d-bf60-bff1b35ebd25 row areoi-element\">\r\n\t\t\t\r\n\r\n\t\t\t\n\r\n\t\t<div  class=\"block-8bd8393a-8c8e-42c0-81a8-08895d610135 col areoi-element\">\r\n\t\t\t\r\n\t\t\t\n\n<h1 class=\"wp-block-heading has-text-color has-link-color wp-elements-fa34bfab44c8bd030bd13ff62ee2f861\" style=\"color:#6c757d\">Stocktake Details<\/h1>\n\n\n\n<p>The details of a Stocktake can be opened by tapping a Stocktake Record in the Stocktake Listing.<\/p>\n\n\n\n<p>In the Stocktake Details screen you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sort all listed Stocktakes<\/li>\n\n\n\n<li>Filter any Items in the Details<\/li>\n\n\n\n<li>Process the Stocktake<\/li>\n\n\n\n<li>Re-order the Items listed<\/li>\n\n\n\n<li>Scan to search an item in the listing<\/li>\n\n\n\n<li>Type in a Catalogue item to search<\/li>\n\n\n\n<li>Work Through each Catalogue Item and perform a Count<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading has-text-color has-link-color wp-elements-756a85c6e0f3f07cea2a84d5e8419205\" style=\"color:#6c757d\">Sorting options Available<\/h3>\n\n\n\n<p>Easily sort the listing by incomplete and processed items.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full text-center\"><img loading=\"lazy\" decoding=\"async\" width=\"601\" height=\"209\" src=\"https:\/\/mexuserguide.dreamhosters.com\/wp-content\/uploads\/2023\/11\/MEXAppStocktakeDetailsSort.png\" alt=\"\" class=\"wp-image-2752\" srcset=\"https:\/\/helpguide.mex.com.au\/app\/wp-content\/uploads\/2023\/11\/MEXAppStocktakeDetailsSort.png 601w, https:\/\/helpguide.mex.com.au\/app\/wp-content\/uploads\/2023\/11\/MEXAppStocktakeDetailsSort-300x104.png 300w\" sizes=\"auto, (max-width: 601px) 100vw, 601px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading padding-top60_0 has-text-color has-link-color wp-elements-e26734446a1ae66ef6d0f6cc87600b43\" style=\"color:#6c757d\">Actions Available on the Stocktake Details<\/h3>\n\n\n\n<p>A person with the appropriate authority goes into the Stocktake&#8217;s details and clicks on the &#8220;Process&#8221; button. This adjusts the Stock on Hand values in the Catalogue to the counted values.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full text-center\"><img loading=\"lazy\" decoding=\"async\" width=\"173\" height=\"78\" src=\"https:\/\/mexuserguide.dreamhosters.com\/wp-content\/uploads\/2023\/11\/MEXAppStocktakeProcessBtn.png\" alt=\"\" class=\"wp-image-2753\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading has-text-color has-link-color wp-elements-af1b8f8e2d7f9a3538891c69d2cb9500\" style=\"color:#6c757d\">Scanning and Searching Options<\/h3>\n\n\n\n<p>Inside the Stocktakes details we have again added the simple scanning options as well as search bars. Scan the item and perform your count.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full text-center\"><img loading=\"lazy\" decoding=\"async\" width=\"601\" height=\"191\" src=\"https:\/\/mexuserguide.dreamhosters.com\/wp-content\/uploads\/2023\/11\/MEXAppStocktakeSearchAndScan.png\" alt=\"\" class=\"wp-image-2756\" srcset=\"https:\/\/helpguide.mex.com.au\/app\/wp-content\/uploads\/2023\/11\/MEXAppStocktakeSearchAndScan.png 601w, https:\/\/helpguide.mex.com.au\/app\/wp-content\/uploads\/2023\/11\/MEXAppStocktakeSearchAndScan-300x95.png 300w\" sizes=\"auto, (max-width: 601px) 100vw, 601px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading has-text-color has-link-color wp-elements-12a5103637ae95f14d0daf3c70dd1088\" id=\"PerfromingStocktake\" style=\"color:#6c757d\">Performing the Stocktake<\/h3>\n\n\n\n<p>Each catalogue item listing has the following information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Catalogue Number<\/strong><\/li>\n\n\n\n<li><strong>Part Name<\/strong><\/li>\n\n\n\n<li><strong>Bin Location<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Locate the catalogue item you are working with and enter the count number in the field provided.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full text-center\"><img loading=\"lazy\" decoding=\"async\" width=\"601\" height=\"237\" src=\"https:\/\/mexuserguide.dreamhosters.com\/wp-content\/uploads\/2023\/11\/MEXAppStocktakeCountBefore.png\" alt=\"\" class=\"wp-image-2757\" srcset=\"https:\/\/helpguide.mex.com.au\/app\/wp-content\/uploads\/2023\/11\/MEXAppStocktakeCountBefore.png 601w, https:\/\/helpguide.mex.com.au\/app\/wp-content\/uploads\/2023\/11\/MEXAppStocktakeCountBefore-300x118.png 300w\" sizes=\"auto, (max-width: 601px) 100vw, 601px\" \/><\/figure>\n\n\n\n<p style=\"padding-top:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--30)\">This will instantly update the Stocktake and this record will now show as green, putting it into a completed state.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full text-center\"><img loading=\"lazy\" decoding=\"async\" width=\"601\" height=\"237\" src=\"https:\/\/mexuserguide.dreamhosters.com\/wp-content\/uploads\/2023\/11\/MEXAppStocktakeCountAfter.png\" alt=\"\" class=\"wp-image-2758\" srcset=\"https:\/\/helpguide.mex.com.au\/app\/wp-content\/uploads\/2023\/11\/MEXAppStocktakeCountAfter.png 601w, https:\/\/helpguide.mex.com.au\/app\/wp-content\/uploads\/2023\/11\/MEXAppStocktakeCountAfter-300x118.png 300w\" sizes=\"auto, (max-width: 601px) 100vw, 601px\" \/><\/figure>\n\n\n\n<p class=\"padding-top20_0\">Exiting the Screen will save the Stocktake.<\/p>\n\n \r\n\t\t\t\r\n\t\t<\/div>\r\n\t\n \r\n\t\t<\/div>\r\n\t\n\n\r\n\t\t<div  class=\"block-0e489db9-2fc7-4442-9006-d9ae07baa224 row areoi-element padding-top60_0\">\r\n\t\t\t\r\n\r\n\t\t\t\n\r\n\t\t<div  class=\"block-73df77ca-f7f7-4509-8a25-0a1b7c16e5cf col areoi-element text-center\">\r\n\t\t\t\r\n\t\t\t\n\r\n\t\t\t\t\r\n\t\t<a \r\n\t\t\t\r\n\t\t\tclass=\"block-dbfdd2d8-c690-462e-bfcc-d900fe69556a btn areoi-has-url position-relative btn-mex btn-secondary\"\r\n\t href=\"\/stocktake-listing\/\" >\r\n\t\t\t\t\t\r\n\t\t\t\t\tStocktake Listing \r\n\t\t\t\t\t\r\n\t\t\t\t\t \r\n\t\t\t\t<\/a>\r\n\t\t\t\n \r\n\t\t\t\r\n\t\t<\/div>\r\n\t\n \r\n\t\t<\/div>\r\n\t\n \r\n\t\t<\/div>\r\n\t","protected":false},"excerpt":{"rendered":"<p>Access a list of catalogue items, update counts effortlessly, and expedite the process with QR code scanning or quick search functionality.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[],"class_list":["post-2398","post","type-post","status-publish","format-standard","hentry","category-stocktake"],"_links":{"self":[{"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/posts\/2398","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/comments?post=2398"}],"version-history":[{"count":10,"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/posts\/2398\/revisions"}],"predecessor-version":[{"id":3306,"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/posts\/2398\/revisions\/3306"}],"wp:attachment":[{"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/media?parent=2398"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/categories?post=2398"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/tags?post=2398"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}