How To Guide - Stock Take
An in-depth on completing a stock take
Last updated
An in-depth on completing a stock take
Last updated
This guide will help you understand how to create a Stock Take and ill show you the steps you will have to do to be able to complete it.
Firstly, open the Stock Manager.
In the Search Tab, you will find the Stock Checking Tab. See the image below for reference.
Once in the Stock Checking screen click the button that says Start New Stock Take. Once you click that button it will ask for a name for the Stock Take.
Once you have entered the name, you will see the new Stock Take you just created appear in the box on the left.
Next you click Add All Products on the right side of the screen. This adds every product in your system to the Stock Take.
IMPORTANT NOTICE: If you do not want to do a Stock Take of every item on the system and you only want to do certain items. For example, if you want to only want to do a Stock Take for one supplier. You go back to the stock tab and search for the products that you would like to Stock Take. You then highlight the products in the stock tab and then go back to the stock checking tab and press Add Product. This will then only bring the highlighted products into the stock check.
This is what it looks like once you have got the items in Stock Take.
After this you click Special Tasks at the top of the screen and then you click Predefined Command.
This should then bring a drop down box on the screen. On here go to Quantities > Set Quantities Equal to Zero
After you click this a box will appear on the screen asking you if you want to do selected products only or all products. Depending on how you have added the items to the Stock Take depends on what click on here. If you added every item to the Stock Take, then you will press the button to make it show all products on the system. However, if you made it so only certain items where in the stock take then make sure it says selected items. Then you click commit and this will then take some time to make all the quantities of the products zero depending on how many products you have.
These are the two options on this window.
The next step is to update the quantities of the products that are part of the stock take. This can be done in several place in the Premier EPOS software. Below is a brief list of possible options.
Stock Editor: Changes to stock quantities can be made directly in this window using the quantity box.
Sales Screen: Items can be added to the cart and have their quantities adjusted via the Info Window
Premier EPOS App: Items can be scanned directly into the Premier EPOS app and have their quantities adjusted.
Once you have updated all the quantities to what you have in stock, you then press Complete, to finish the Stock Take, and this will show you what you started with and the amount you have now.
This is what the products look like in the Stock Take window once you have added the quantity in the stock tab and pressed complete. You can see it has the start and end quantities.
This is the Stock Take now fully completed.
If you have any additional questions about the above guide, please contact our Support Team on either 03303 800 142 or supportstaff@premierepos.co.uk.
