Stock Management (Desktop App)

Step 8 - Capturing the counted units

When you have finished the count you are almost done with your Stock take, now you must capture your counted values into your system to let the system compare the counted quantities with the system quantities.

Please remember the following information when capturing the counted stock

• Capture the stock items in units
• You must capture the zero items also by typing double 00 and tab.
• Remember to add the items that were written on the pages, the add-ons
• Double check the descriptions on your system against the counted sheets that were counted
• Use a ruler to keep your place
• Mark of the counting sheet on the main list to keep track of all the counting sheets
• Remember to save after you have captured the items
• If you are using GoodX make sure your item line turns green when you have captured the counted units, especially the last item.

Step 9 - Consolidate

After you have captured all the counted stock sheets, you will consolidate the stock counted sheets into one.

To consolidate the counting locations the system will take all the counting locations and add all the same items together that were on separate sheets. All the counting locations will be consolidated to one list, the General bin, with all the items and quantities.

After the consolidation process, you will move to the Variance Report to investigate the differences. In this stage the capture quantity can still be adjusted, please remember that the quantity on the consolidated general bin is all the counting locations added up together. 

Step 9 - Consolidate

Each warehouse and category has to be consolidated into their own general bin. Ensure that each snapshot has only a single line - the General Bin - to check that the warehouse has been consolidated.