Hospitality Technology International
            Knowledge Base Results Client Success Team PlusPoint FAQ's Stock Management

            How do I create a Stock Take Sheet?

            In order to create a Stock Take Sheet please follow the below steps:
            1. Stock Take Sheet
            1. Navigate to Processing-> Stock Processing-> Stock Take.
            1. Click on the "Add" button, the Stock Take header details window will appear prompting the user to first select the Store the stock take sheets should be printed for.
            1. The reference field is a free format field and the user can type any additional information here that will display on the Stock Take Sheets when printed.
            The "I would like to count the following stock items" section enables the user to select the stock take formats which will be compiled as follows:
            1. Manually enter the items one by one (used for minimum quantity stock takes).
            1. All the items in the selected Store sorted by Group (hardly ever used).
            1. All the items in the selected Store sorted by Category (default setting usually used for month end stock takes).
            1. All the items in the selected Store sorted by Sub Category (used for month end stock takes should you use sub categories).
            1. Only items for the following group (These settings come in handy for recounting).
            1. Only items for the following category (These settings come in handy for recounting).
            1. Only items for the following sub category (These settings come in handy for recounting).
            1. Only items that have had no stock take (These settings come in handy for recounting).
            1. Only items with a variance (These settings come in handy for recounting).
            1. When the selection is made click on the "Ok" button to proceed. The Stock Take Sheet will be loaded and the user can now close the sheet and click on the "Print" button in order to print  the sheet and count the stock items. Every stock sheet printed has a stock take number which needs to correspond with the stock take committed in the system.
            1. Once the items have been counted the user can now complete the Stock Take Sheet on the system. Only capture amounts in either the QTY (quantity) columns or the Unit columns for a specific line not in both. The system will automatically calculate either one of the fields entered, based on how the stock items where created.
            1. Please note that the Tab function on the keyboard should be used to Tab through the lines even if a line has a 0 items count. DO NOT use the mouse as it is easy to skip columns, items with a blank count will be registered as not counted and the sub units will not pull through correctly. 
            1. Once all the items have been entered select the "Ok" button to save the count and exit.
            1. The Stock Take can still be changed or deleted in the "Not Committed" status, and no results will display on the reports yet.
            1. To commit the Stock Take select the stock take line (highlighted in blue) and click on the "Commit this Batch" button.
            1. A confirmation window will appear prompting the user to select "Yes" to continue. 
            1. The Stock Take (closing stock) results will only display on the Stock Reports once it's been committed. The Closing level of each item will be adjusted to the amount indicated in the "Sub Units" column of the Stock Take.
            1. The Stock Take Procedure is the only procedure in Stock processing that has a "Un-Commit" button. Once a Stock Take is committed the user can view variances and discrepancies on the Stock Reports. 
            1. If any counting/capturing errors occurred the user can click on the "Un-Commit" button. Once the error has been corrected the Stock Take needs to be recommitted before the stores are rolled into the next month.

            Updated: 21 May 2019 05:38 PM
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