As suggested, this function allows you to do a physical check of your stock.
This can either be a system led or product led stock take.
Because of the clever way that the StoreFeeder Picking function on the app works, if you use the StoreFeeder App to pick your orders, stock checks can be carried out WITHOUT the need to stop your staff picking.
System Led Stock Take
A system led stock take takes a user to a random stock location and a certain product within it. If you use our multiple stock locations add on, you are just checking the stock in the specified stock location, not the entire stock.
The user will be presented with the SKU and the location, no more. They will not be shown what the stock level should be in that location.
The user can either count the stock and enter the qty (or use "+" or "-" buttons), or scan individual items to increment the count.
Once the count is complete, the user should click "Submit". This will send the count to the StoreFeeder main system for approval.
The user will now be given a new location that is within 10 locations of the previous one (based on your stock location order) and that has not be stock checked within the last 30 days.
Product Led Stock Take
With product led stock take, the user decides what they are going to check. This could be all the different SKU's in one location, or all locations of one SKU.
The information on this page is slightly different in that you can select a stock location that you are checking, but the principle stays the same. The user is not shown any indication of the stock that should be in the location to ensure a correct check takes place.
Stock Take Approval
Once a stock check has been submitted from the app, all the submissions are shown on the Stock Approval page in the main system. Warehouse > Stock Locations Overview > Stock Take Approval.
Here you will see details of the user, the SKU and the count compared to what the stock figure for that location was at the time of the check.
Rows highlighted in red, show that the counted stock was LESS than what the system had showing at the time the check was done. These should be treated as URGENT as you may have less stock than is showing for sale.
The person doing the Approval process can then choose to "Approve" or "Reject" the stock check.
Approving makes any necessary relative adjustments (+ or -) to the stock in that location.
Rejecting, ignores the stock check and the user should carry it out again.
All Stock Take Approvals are also recorded to show who approved them for traceability and transparency of stock checks. This Approval Report can be found in Reports > Products > Stock Take Approvals Report.
Once a stock take entry is submitted and validated, we recorder the time, date and user against each action.
Only Admin users can validate stock checks.
Hints & Tips:
Again, carton barcodes work on the page, so you can scan any full cartons when counting.