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How to stock check a unit product

A quick way to check the stock on a single product

Written by Ian Oldrey

Updated at January 26th, 2023

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Table of Contents

How to stock check a single product

This video is based on checking a single item in the Demo system https://cloud2.ut400.net/ 

How to stock check a single product

  1. Find the product to check (global search, products search, basket, recents, timeline)
  2. In the product record click on the ‘Locations’ tab
  3. There are 3 buttons against each location
    1. Adjust - Apply a stock adjustment if you know the quantity to amend
    2. Count - Count this product now (this is what the video below is based on)
    3. Schedule - Add this product to a list to be counted at a later point in time
  4. In the Count Screen
  5. Enter the quantities counted

Are the quantities counted different to the computer stock?

Yes they are different

 

No they are the same

 
 

Click on the ‘Approve’ tab and review each item

You can perform an number of actions to resolve each counted item

  • Reject Count - send the item back to the original counter to be checked again
  • Amend Count - enter your own figure for this item
  • Approve Count - accept the amendment to the stock record for this item

Use the pencil icon to add a note/comment for this item

Once approved the item will move to the ‘Complete’ tab

 

This item will move to the ‘Complete’ tab and show “quantity as expected”

 
  1. Once all items are counted you can click ‘Submit’ to apply the adjustments
  2. A count will reset the Stock Confidence to 100% (Stock Confidence - what is it and how to use it)  
stocktake

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