{"id":2727,"date":"2023-11-30T00:20:46","date_gmt":"2023-11-30T00:20:46","guid":{"rendered":"https:\/\/mexuserguide.dreamhosters.com\/?p=2727"},"modified":"2024-01-23T23:29:57","modified_gmt":"2024-01-23T23:29:57","slug":"stocktake","status":"publish","type":"post","link":"https:\/\/helpguide.mex.com.au\/app\/stocktake\/","title":{"rendered":"Stocktake"},"content":{"rendered":"\r\n\t\t<div  class=\"block-2d696431-2d26-40b9-9bed-1b69846666f7 areoi-element container alignfull\">\r\n\t\t\t\r\n\t\t\t\n\r\n\t\t<div  class=\"block-677bcc30-6ed6-48a3-98c8-b764d4472b7a 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-2cfebf07-26bb-4cde-bca4-ae3a2ce2b6ea 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-listing\/\" \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\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\/\" \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 Details \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\tCompleteing 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-677bcc30-6ed6-48a3-98c8-b764d4472b7a row areoi-element\">\r\n\t\t\t\r\n\r\n\t\t\t\n\r\n\t\t<div  class=\"block-2cfebf07-26bb-4cde-bca4-ae3a2ce2b6ea 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-239ccee0a905d960ccfa3bfdba19fca4\" style=\"color:#6c757d\">Stocktakes in MEX<\/h1>\n\n\n\n<p>A regular function in inventory management is to perform a Stocktake. &nbsp;This is done to confirm that the physical stock held&nbsp;\u201con the shelf\u201d is the same as the quantity recorded in MEX, and to make adjustments to bring them in line where they are different. &nbsp;There are various reasons why the two values may be different:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Items have been taken from or returned to the shelf without being processed in MEX.<\/li>\n\n\n\n<li>Goods have been received but not yet placed on the shelves.<\/li>\n\n\n\n<li>Items have been shelved to the wrong location.<\/li>\n\n\n\n<li>The quantity issued to a Work Order (or Account Code) is different from the quantity taken from the shelf.<\/li>\n<\/ul>\n\n\n\n<p>For these reasons, there will be a requirement to perform a regular Stocktake.<\/p>\n\n\n\n<p>A stocktake in MEX is performed in three stages:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Creating the Stocktake:<\/strong>&nbsp;A Stocktake is created in the MEX Stocktake Listing. Stocktakes can only be created in the main MEX product, but they may be performed and processed on a mobile device as is described here.<\/li>\n\n\n\n<li><strong>Performing the Stocktake:<\/strong>&nbsp;This involves physically going around the store and counting the items on the shelves. The results of the count can either be recorded on a printed Stocktake form or entered into a hand-held device. If the hand-held has a barcode scanner then the stock can be identified via barcode. Once the items have been counted the results are entered into the Stocktake record in MEX.<\/li>\n\n\n\n<li><strong>Processing the Stocktake:<\/strong>&nbsp;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.<\/li>\n<\/ol>\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-fa231862-5cfb-4004-826e-d478e3872d63 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-2df45665-84ad-4fad-bf7b-49d355ba83e0 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-9fa72924-1115-458d-9086-2d4dbb0f1966 btn areoi-has-url position-relative btn-mex btn-secondary\"\r\n\t href=\"\/app\/stocktake-listing\/\" >\r\n\t\t\t\t\t\r\n\t\t\t\t\tStocktake Listings \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\n\r\n\t\t<div  class=\"block-aebd2f22-a78f-44b6-a479-a99c5bb90ad9 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-9fa72924-1115-458d-9086-2d4dbb0f1966 btn areoi-has-url position-relative btn-mex btn-secondary\"\r\n\t href=\"\/app\/stocktake-details\/\" >\r\n\t\t\t\t\t\r\n\t\t\t\t\tStocktake Details \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\n\r\n\t\t<div  class=\"block-3ba53f6b-a6cf-45dc-a637-0317b26709d2 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-9fa72924-1115-458d-9086-2d4dbb0f1966 btn areoi-has-url position-relative btn-mex btn-secondary\"\r\n\t href=\"\/app\/stocktake-details\/#PerfromingStocktake\" >\r\n\t\t\t\t\t\r\n\t\t\t\t\tCompleting a Stocktake \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>Stocktakes in MEX, Stocktake listing&#8217;s, Details and completing a stocktake. everything you need to know to keep your stock in order.<\/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-2727","post","type-post","status-publish","format-standard","hentry","category-stocktake"],"_links":{"self":[{"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/posts\/2727","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=2727"}],"version-history":[{"count":10,"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/posts\/2727\/revisions"}],"predecessor-version":[{"id":3358,"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/posts\/2727\/revisions\/3358"}],"wp:attachment":[{"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/media?parent=2727"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/categories?post=2727"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/helpguide.mex.com.au\/app\/wp-json\/wp\/v2\/tags?post=2727"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}