ACR is ready and here to help! Our Stocktake System is designed to make the process as easy as possible.
When you Activate a Stocktake the system takes a snapshot of the Stock on Hand.
Once a Stocktake has been Activated, the system will display the Stocktake System screen within Stocktake Maintenance.
On this screen, working from left to right, make your way through each step. But before you press the Update SOH Quantity button double check your Variance report making sure any differences are accounted for. Repeat the first 3 steps where necessary.
Once you are happy with the report, press the Update SOH Quantity button and the system will take another snapshot.
The system then calculates the difference between the book amount (the first snapshot) and the counted amount to get to a Variance. An adjustment is made with this variance to the current Stock on Hand (the second snapshot). It is important to remember the Product will not be updated to the count quantity entered, it will calculate the variance between the first snapshot and the counted amount and create a stock adjustment of the difference between those figures.
A Stocktake can remain open whilst trading, however, it is important to be aware that Products which are yet to be counted should be isolated. Once a Product has been counted and any variance for this Product is checked, it can then continue to be sold whilst the Stocktake is open.
Stocktake Tip: Once you have pressed Update Stock on Hand, ensure you thoroughly read the Stocktake Confirmation screen pop up before pressing continue as this contains important information on the Stock Movements that are going to take place.
Self Help related topics:
How to Create a Stocktake
How to Create a Manual Stocktake via PDE
How to Create a Manual Stocktake via Keyboard
Stocktake – Not Counted Report
Stocktake System Configurations