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Quick Stocktake

This function allows you to perform a quick stocktake from the POS screen on a small number of items.

You can configure multiple buttons by using a Department Range on each button, so only select Departments are available when that particular button is selected.

Go to Setup > POS Screen > POS Screen Setup > Layouts > Buttons > Select Button > Function: Quick Stocktake.

Department Range: Enter a Department Range to restrict the Quick Stocktake to the entered Department Range. The Quick Stocktake will only show Stock Items that exist within the entered Department Range. If this field is left as blank, all Stock Items will be displayed when the Quick Stocktake function is used.

Print Stocktake on Receipt Printer: Check to print out the variance reports on the receipt printer.

You can control which Users have access to this function so not all staff can access it.

Go to Setup > Users > Select User > Clerk Permissions > POS > Quick Stocktake.

Using Quick Stocktake

From the POS Screen select the Quick Stocktake button you created.

A new window will open where you can enter the quantity of items into the Stocktake field. Use the keypad to enter the quantity of items and the arrow buttons to the line above or below. You can also directly press the stock item to select it.

The following actions are available on the top-left corner of the Quick Stocktake window:

• Set Uncounted Items to Stock Level - This button will set the Stock Level of all Stock Items that were not counted to their current Stock Level.
• Set Uncounted Items to Zero - This button will set the Stock Level of all Stock Items that were not counted to zero.
• Update Stock Levels - This button will update the Stock Levels of all the Stock Items in the Quick Stocktake using the values that appear in the Stocktake column.
• Clear Stocktake and Exit - This button will clear any Stock Levels entered into the Quick Stocktake and will exit this window.
  This button can be pressed to back out of the Quick Stocktake screen if this function was opened by accident and no changes to Stock Levels were required.
  Note that if this button is pressed accidentally, it will clear any counts entered into the Quick Stocktake screen and will return to the POS Screen.
  If a confirmation prompt is required (to prevent the accidental clearing of a Quick Stocktake), it can be enabled as follows.
  Go to: Back Office > Setup > Yes/No Options > Enable the Yes/No Option 'Confirm you want to Clear Stocktake'.
  When the button is pressed, the Clerk will be presented with a 'Clear Stocktake Levels - Are you sure?' prompt - Pressing 'No' will return to the Quick Stocktake screen without losing any Stock Levels that were counted.

When you are ready to save the details, or need to use the POS screen, press the "Update Stock Levels" button on the left-hand side of the screen.

If the Yes/No Option "Confirm you want to Update Stock Levels" is enabled, a confirmation prompt will be displayed:

After confirming, the Stock Levels will be updated and confirmed with an on-screen prompt.

If a receipt is set to print, the details will be included on there.

All Quick Stocktake variances will be recorded in the Archived Stocktake Reports.

Go to Reports > Stock Control > Archived Stocktakes > Select > View.

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