How to Create and Submit a Rolling Stocktake
Learn how to create, assign, and manually complete a daily or weekly stocktake using the inventory management software.
By Ben Fotheringham
Creating a Stocktake
The stocktake function is restricted to senior pickers, QC staff, and management.
1
Click Stock take in the navigation menu.
2
Click Add in the toolbar to create a new stocktake.
3
Select the branch or location for the stocktake (e.g., Featherstone).
4
Choose your variant inclusion preference. To include all inventory items, select All variants.
5
Click Next.
Selecting Bins and Assigning
6
Type a bin number into the search field to filter the location list.
7
Select the desired bin from the list.
If you need to select multiple bins, hold the
Ctrl key while clicking on each bin you want to include.When counting bins with fast moving stock only add 1 or 2 bins which can be counted and completed quickly without interference from pickers.
8
Click Next.
9
Click on a user tile to assign the stocktake to them.
Performing the Stocktake
10
Use the output button to generate a printable sheet to record quantities on.
If you have recorded your stock counts on a physical sheet, you can then manually enter them directly into the system
Using a Scanner Gun: You can also complete the stocktake using a mobile scanner gun. Simply open the stocktake function on the device, select the stock take assigned to you and the gun will lead you through the process; the system will automatically tally the quantities. Once completed on the gun, the details sync back to the main desktop application.
11
In the active stocktake window, click into the quantity column, type the counted amount, and press
Tab to move to the next row.As you enter quantities, the item is automatically marked as included. The Discrepancy column updates dynamically with color-coded indicators:
Green: Zero discrepancy (actual count matches expected quantity).
Amber: Stock overage.
Red: Stock shortage.
Items scanned on a gun will be automatically set to be included in the stock take. You can uncheck them if needed
12
To exclude an item from the stocktake entirely, uncheck the box in the Incl column. This resets its discrepancy back to zero.
You may want to include lines with no quantity too - This will set their stock level to 0
13
Once you have verified all quantities and resolved any unwanted lines, click Save and Complete.
