PDA Stocktake Steps

PDA Stocktakes can be performed by a single user on a single PDA or multiple users can work on a single stocktake on multiple PDAs.

The Stock information gathered from the PDA9s) will automatically populate the item grid within the Stocktake on the POSWorks System Menu.

💡 Note: PDA Stocktake is a live process; as users scan and count each item the current SOH will change immediately

1. Navigate to POSWorks PDA Program.

2. Login using your POS Works user credentials.

3. Select STOCKTAKE.

4. Select NEW STOCKTAKE (if you have not yet created one or select the correct existing Stocktake, then tap LOAD STOCKTAKE to join active stocktake).

5. Scan an Item.

6. Enter the quantity of item counted in ENTERED field, select OK.

7. Repeat to add more items to the stocktake as required.

8. Select the back arrow in the top left corner of the screen to exit a stocktake. All pending counts will be committed to the main stocktake list, provided the device is connected to the network.

9. To close an Active stocktake once the stocktake has been completed, select REVIEW on the open stocktake in POS. This will remove the stocktake from the active Stocktakes.

If Item needs to be recounted, please see here.

💡 Note: Once Review is selected and user credentials have been entered a Stock Variance report will be produced and the stocktake will be marked as Finalised. Finalised Stocktakes cannot be reopened. Please close the active stocktake screen on PDA devices by taping the back arrow in the top left corner of the PDA screens to ensure the list of active stocktakes is updated.

Completing the PDA Stocktake via System Menu

Any Stocktake performed on the PDA is accessible via the Stocktake Program on POSWorks System Menu.

Please follow steps here to complete stocktake.