Full and partial stock takes are created in advance using the back office. Please refer to the Create stock take section within the Back Office Stock help centre.
Stock Take List
Login to the stock control app. On the dashboard, a tile will display the number of stock takes to be completed. Tap the tile to view a list of all the stock takes.
Each stock take tile will display an icon; eitherrepresenting a full stock take or representing a partial stock take. The tile will also display the Stock take name, Assigned to, Due date and Status.
Search for a stock take by name, or assigned to, or filter by status by tapping the icon in the top right then selecting a status. Tap a stock take to begin the count, you'll be asked to confirm that you wish to begin the stock take. Once a stock take is completed and submitted the stock take tile will remain for 7 days where it can not be edited.
Perform a stock take
Search for a product by product name or scan the item. Tap the icon in the top right to filter the products by Category A-Z, Category Z-A, Brand A-Z and Brand Z-A.
When viewing a stock take, all products within the stock take are listed. Each product tile displays the Product image, Product name, Colour variant and Size variant. Tap to Exclude the product from the count. The product will be displayed in the Excluded tab. This means the product stock levels will not change once the stock take is submitted. To include the product again, tap the and select recount. The product will move back into the Uncounted tab.
On a mobile/portrait tablet, 3 tabs are displayed on the stock take page; Counted, Uncounted and Excluded. Once a product has been counted it will be displayed in the Counted tab. A badge is shown on each tab indicating the number of products within each tab.
On a landscape tablet, the view is split into 2/3 and 1/3. The 2/3 section on the left lists all the products to be counted. The 1/3 on the right displays the most recently counted products.
Review and submit stock take
Once all the products have been counted, tap the button in the top right and select Review or Abandon. The layout for tablet and mobile is the same for this view. 3 tabs are displayed on the review page; Unmatched, Matched and Excluded. Tap each tab to view the products within tab. A badge is shown on each tab indicating the number of products within each tab. The product tiles display the Product image, Product name, Colour variant, Size variant and Total counted in a "1/0" format. The first number being the total counted and the second being the total expected. Tap to Exclude the product from the count or Recount to recount the quantity.
Search for a product by product name only. Once you've reviewed the stock take and are ready to submit, tap in the top right then tap Submit. You'll be asked to confirm the submission and the confirmation dialog will inform you of any uncounted products allowing you to Exclude uncounted products or Set uncounted products to zero. Select an option or tap off the dialogue to cancel the submission and return to the review page.
If a product has been sold since the stock take began you'll also be notified and will be unable to submit the stock take until the products have been recounted. In this instance, stock needs to be recounted as the quantity has reduced due to a sale, or you may need to re-check your stock levels as items may have been sold online but the order has yet to be picked. To recount the stock, return to the initial stock take view and select the Uncounted tab. Products that require a recount will be displayed here with a icon shown within the product tile.
Once the stock take has been submitted it will no longer be editable, the product counts of any excluded products will not be updated. The stock take data can be reviewed from the back office. Please refer to the Review stock take section within the Back Office Stock help centre.