What You Will Learn In This Guide
How to count your stock inventory & carry out stock take in BackOffice.
How to Carry Out a Stock Take
1. Go to your BackOffice, and select Stock Management.
2. Click Stock Take, then Start Stock Take.
3. Select the store and the supplier to carry out the stock take, then click Start.
4. Now you can start counting your stock. Search for your item name from the Search Bar or scan the barcode using your Socket Scanner into the Search Bar.
5. Enter the counted quantity into the Counted Qty column.
Note: If you're using the Socket Scanner, press the Power button twice to enable the iPad keyboard, so that you can type the counted quantity.
6. Click Confirm when the stock takes for a particular product has been completed & repeat the steps for other products.
7. You will see that the counted item has been moved to the Counted Items section.
8. If you’d like to edit the number, simply click Undo.
9. The item will be moved back to the Uncounted Items section.
Notes:
At the Counted Items section, you will see "Expected Quantity", "Counted Qty", and "Difference".
Expected Quantity: The quantity that is expected by the system.
Counted Quantity: The quantity that you have inserted into the Stock Take.
Difference: The difference between expected quantity and counted quantity.
10. You will also notice that your items are labelled green, red, or white.
Green: Your count is greater than the expected amount.
Red: Your count is less than the expected amount.
White: Your count is the same as the expected amount.
11. Once the stock take process is complete, click Save and Mark Completed.
12. If you’d like to continue the process at a later time, then click Save.
13. If you have uncounted items, a box will appear to prompt your desired action for the uncounted items.
14. You can either select to Do nothing or reduce the quantity to 0.
15. Then, click Continue.
Additional Actions
Export Uncounted Items (Click to Expand)
Export Uncounted Items (Click to Expand)
1. Export a list of uncounted items in the stock take, insert your stock count into the list & import the CSV file back to BackOffice to complete the 'Stock Take' process. This is recommended for stores with large inventories.
2. Learn more on how to manage stock take with CSV files here.
Export items with Variance (Click to Expand)
Export items with Variance (Click to Expand)
1. Export a list of counted items in the stock take, which have a difference between the expected quantity and counted quantity.