Stock Take

 

Stock Take By Location

Inside of the Desktop Version of NCompass, navigate to Products > Stock Count > Stock Take By Location.

This will bring up a list of all stock locations that you currently have set up in your system and the last time they were stock checked.

Click the 'Mark ALL as Not Scanned' button to set the scan status of all the locations to Not Scanned. This will help you track which stock locations still need to be scanned as you undertake your stock take.

Stock Take Detailed Mode

On the Warehouse Scanner click the burger menu in the top right of the screen to open the menu. Now click the 'Stock Take' option to start undertaking your stock take.

You will now need to scan a stock location that you wish to undertake a stock take on. This will populate all the stock numbers that are currently stored in this location and you would expect to find.

You will now need to start scanning the stock numbers that are physically sitting inside of that location in the warehouse.

Once you have started a stock take you will need to ensure that you have scanned all the items in that location. If you complete a stock take halfway through scanning, you will need to restart the stock take and scan all the items inside the physical location again.

As you scan the stock numbers the warehouse app will tick off the stock numbers as they are scanned. You will be able to see how many stock numbers have been scanned in this location by the number next to the small barcode icon.

Any items that show as unticked are items that the system expects to be in this location but are not physically there. 

Once you have scanned all the stock numbers that are physically in that location have been scanned you will need to click save to complete the stock take.

Any items that were expected in that stock location but where not scanned during the stock take will be moved to a temporary 'Missed During Stock Take' location to deal with at a later point.

Any items that are stored in another location but are scanned during the stock take are automatically moved to the location the stock take is  being conducted on.

Stock Errors

During your stock take you potentially may get a stock error. This is where a stock number that has been scanned is marked as not physically in stock in the warehouse. This is most likely to be that the wrong stock number has been marked as delivered to a customer.

We suggest that you 2 of each stock error labels and physically pull the item with the stock error out of the bay. You will then need to stick one of the stock error labels directly over the existing stock number to mark that the stock number for this product needs to be amended.

Summary Stock Take Mode

If you store multiple of the same items inside of the stock location you can undertake a stock take by summary mode. To enter the summary mode click the 'Summary Mode' button on the bottom left of the screen after selecting a location to undertake your stock take on. 

This will then show you a blank list ready for you to populate. During the summary stock take you will need to scan the EAN of the product you wish to count. Once you have scanned the EAN you will need to enter the quantity of the item that has been counted in the physical location.