Difference between revisions of "How do I do a stock take?"
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== Summary == | == Summary == | ||
| − | This article explains how best to deal with a stock take within Platinum. | + | This article explains how best to deal with a stock take within Platinum. |
== More Information == | == More Information == | ||
Stock taking is a two phase process, firstly you need to count the stock and secondly you need to adjust any stock levels. | Stock taking is a two phase process, firstly you need to count the stock and secondly you need to adjust any stock levels. | ||
| + | |||
| + | {{Warning|text=Please bear in mind the system does not freeze stock levels while you carry out a stock check so you need to count the stock then get the new levels onto the system as soon as you can - if necessary just check small areas at a time so you can keep up.}} | ||
=== Process === | === Process === | ||
==== Counting Your Stock ==== | ==== Counting Your Stock ==== | ||
Select {{Menu|{{ST}}|Stock Take|Stock Take Report}}. | Select {{Menu|{{ST}}|Stock Take|Stock Take Report}}. | ||
| − | * Set the ranges for your report e.g. to check a particular location enter the location name in the {{DataPrompt|Start Location}} then press {{KeyPress| | + | * Set the ranges for your report e.g. to check a particular location enter the location name in the {{DataPrompt|Start Location}} then press {{KeyPress|ENTER}}. This automatically fills in the {{DataPrompt|End Location}} field for you. |
**If you want the report to display the quantity the system thinks you have in stock then leave Print Quantity (at the bottom of the screen) set to {{DataValue|Yes}}. If you think you may have some cheaters amongst you (if it says 2513 nuts it is easier to agree with this than to actually count them...) then set this to {{DataValue|No}}! | **If you want the report to display the quantity the system thinks you have in stock then leave Print Quantity (at the bottom of the screen) set to {{DataValue|Yes}}. If you think you may have some cheaters amongst you (if it says 2513 nuts it is easier to agree with this than to actually count them...) then set this to {{DataValue|No}}! | ||
*Press {{KeyPress|F2}} to print the stock take report then go and count the stock. | *Press {{KeyPress|F2}} to print the stock take report then go and count the stock. | ||
| Line 19: | Line 21: | ||
* When you have finished press {{KeyPress|S-F2}} to print a report showing which items have changed then press {{KeyPress|F2}} to accept the changes. | * When you have finished press {{KeyPress|S-F2}} to print a report showing which items have changed then press {{KeyPress|F2}} to accept the changes. | ||
| − | {{ | + | == Using Single Item Stock Take == |
| + | You may choose to amend an odd item using {{Menu|{{ST}}|Stock Take|Single Item Stock Take}} | ||
| + | * Enter the stock code | ||
| + | * You may amend the {{DataPrompt|Location}} at this stage e.g. to relocate an item. | ||
| + | * Enter the {{DataPrompt|Quantity}} in stock. | ||
| + | * Click {{Button|Post}}. | ||
| + | |||
| + | {{Warning|text=Please note stock levels are not actually updated until you click {{Button|Close}} to exit the screen.}} | ||
| + | |||
| + | {{Tip|text=Use the {{Button|Lucky Dip}} button to check a random item!}} | ||
| + | |||
| + | == Using Platinum Online == | ||
| + | Alternatively you can use Platinum Online to carry out a stock take on a more rolling basis. | ||
| + | |||
| + | See this article for the steps to follow - [[How do I do a stock check using Platinum Online?]] | ||
== See also == | == See also == | ||
| − | * [[Adding a | + | * [[Adding a stock/bin location to a stock code]] |
* [[Adding Supplier Information to a Stock Code]] | * [[Adding Supplier Information to a Stock Code]] | ||
| − | * [[How do I do a | + | * [[How do I do a stock check using Platinum Online?]] |
| − | {{KB_Tags|stock take, adjustment, stock levels}} | + | {{KB_Tags|stock take, adjustment, stock levels, single item, lucky dip}} |
| − | {{FAQ}} {{KB_ST}} | + | {{FAQ}}{{How}}{{KB_ST}} |
Latest revision as of 06:28, 10 March 2021
Contents
Summary
This article explains how best to deal with a stock take within Platinum.
More Information
Stock taking is a two phase process, firstly you need to count the stock and secondly you need to adjust any stock levels.
 | Please bear in mind the system does not freeze stock levels while you carry out a stock check so you need to count the stock then get the new levels onto the system as soon as you can - if necessary just check small areas at a time so you can keep up. |
Process
Counting Your Stock
Select " Stock Control Stock Take Stock Take Report".
- Set the ranges for your report e.g. to check a particular location enter the location name in the "Start Location" then press <Enter>. This automatically fills in the "End Location" field for you.
- If you want the report to display the quantity the system thinks you have in stock then leave Print Quantity (at the bottom of the screen) set to 'Yes'. If you think you may have some cheaters amongst you (if it says 2513 nuts it is easier to agree with this than to actually count them...) then set this to 'No'!
- Press <F2> to print the stock take report then go and count the stock.
When you have finished counting you will need to enter the stock levels.
Adjust Stock Levels
Select " Stock Control Stock Take Adjust Stock Levels".
- Set the ranges on the screen to the same as when you printed the report so that the list you will see matches the list you have in your hand. Press <F2>. Enter the quantities for the stock lines (You can leave any entries blank to indicate that the stock was not counted).
- When you have finished press <Shift+F2> to print a report showing which items have changed then press <F2> to accept the changes.
Using Single Item Stock Take
You may choose to amend an odd item using " Stock Control Stock Take Single Item Stock Take"
- Enter the stock code
- You may amend the "Location" at this stage e.g. to relocate an item.
- Enter the "Quantity" in stock.
- Click [Post].
| Please note stock levels are not actually updated until you click [Close] to exit the screen. |
 | Use the [Lucky Dip] button to check a random item! |
Using Platinum Online
Alternatively you can use Platinum Online to carry out a stock take on a more rolling basis.
See this article for the steps to follow - How do I do a stock check using Platinum Online?
See also
- Adding a stock/bin location to a stock code
- Adding Supplier Information to a Stock Code
- How do I do a stock check using Platinum Online?
