| Amicus | |
| Starting a Stocktake | |
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| Key Areas > Stock Control And Products > Stock Control > Enter a Stocktake > Starting a Stocktake |
Glossary Item Box
Select the Site you wish to perform the stocktake at.
Click the Start button. This will lock the Site selected, set the Entry Date Time to the current date & time, set the status to “Unsubmitted”, take a snapshot of all the products & store that snapshot in a cache. All stocktake actions will be performed on that snapshot to speed up performance.
Enter the bar code or the product code of the product in the Bar Code or Product Code field. You can either use a bar code scanner; type it in manually; or in the Bar Code or Product Code field, you can type the beginning of a product or bar code, followed by an asterisk (*) and a window will open up containing all matching products. You can select the product you want from that list, or you can also search for products by entering a partial description in the Enter partial description… field and clicking Find Stock Take Item or by pressing Enter or Tab. Review the details that are returned and update those fields that are incorrect. This includes entering the correct quantity on hand as at the date of the stocktake.
Alternatively you can import items using a CSV file by click ing Import Items, refer to CSV Importing for further information.
To continue this stocktake, enter the next product’s code. Or click Save to save the stocktake.
To clear the screen, ready to enter a stocktake for another product, click Clear.
Click Close to exit this screen.