Perform a Stock Take

Perform a Stock Take

Overview

There are several steps required to perform a stock take, the following steps are a suggestion only. 

Usage

  1. Pause the import of sales orders from the channels.
    1. In the Channels screen for each of your channels, toggle the Don't import orders option to green.
  2. Process and Issue any sales orders that can be despatched.
    1. See The Despatch Process
    2. See How To Use Quick Despatch
  3. Export a list of the stock items along with locations using the Adjustments screen as a grid export.
    1. See Perform a Stock Adjustment
  4. Count the stock.
  5. Enable the Simple Stock Take toggle from within the [Stock Tools | Stock Adjustment] screen.
  6. Use the +New button to add all items of stock to be counted to the grid. You can use the filters to select groups of stock items and also sort the grid on location. If you try and use the stock level import, it will error if the quantities are the same. 
  7. Set the Adjust To field as required for each item. The row will be highlighted in purple to signify it was part of a simple stock take.
  8. Turn on the import of sales orders from the channels.

    • Related Articles

    • Perform a Stock Adjustment

      Overview There are times when you need to adjust stock in and out of the system, for example as the result of a stock take, This video explains the process to follow. A step by step guide can be found below the video. Steps From Stock Tools, open the ...

    • Use Barcode Scanning

      Overview Barcode scanning allows the user to move stock, for example when delivering in goods and also to move invoices in the Sales Invoice Manager. A step by step guide can be found below the video. Steps Enable barcode scanning Click on the ...

    • Doing a Stock Take with a Barcode Scanner

      Overview This video explains how you can do a stock take using a simple barcode scanner in Khaos Control Cloud. Step by step instruction can be found beneath the video. Steps Open the [Stock Tools | Stock Adjustments] screen. Click Edit. Enable the ...

    • Khaos Control Cloud Initial Setup Guide - System Values - Stock Tab

      Overview This setup guide is designed to work alongside the training you undertake to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your ...

    • Stock Value

      Overview Stock value is determined by a number of factors and this document is intended to detail the processes. Usage Stock Value Calculation Methods In [System Setup | System Values | Stock] it is possible to set KCC to calculate stock value in a ...