Stock Taking Overview
Updated: Oct 21, 2021
Stock taking allows fast confirmation of product stock and will be quick to retrieve in the system.
This video gives an overview of Stock taking.
On your Merchanter system you can:
Manage Stock taking by single or multiple users
Step 1 : Identify What to Count
- Use filters to be more specific
- Confirm - Schedule for counting
Step 2 : Assign Counts
- Select products - Create stock count job
- Draft Stock Count – Enter Ref
- Enter – Employee
- Close until count needed
Step 3 : Count Stock
- Select Stock Count to begin
Merchanter screen size & layout is optimized for tablets
Confirm stable local wireless
- Enter Count Quantity
Recorded to the minute of the day for accuracy
-Allows Perpetual Stock Counts-
without the need for pausing trading
or to perform at the close of business
Step 4 : Resolve Stock Adjustments
- Review tabs - For Approval / Completed / All Counts
- Approved by a Manager, Reject & Recount or Amend
#StockTakingOverview #IntroductiontoMerchanter