Completing Stocktake
Once Open stocktake has been closed on the PDA, it needs to be Finalised in POSWorks System Menu.
1. Log on to System Menu.
2. Select STOCKTAKE.
3. Select STOCKTAKE.
4. Enter Stocktake ID from PDA or use the Search button to find active stocktake,
5. Press ENTER on Keyboard.
6. Select LIVE REFRESH
7. Click SAVE
8. Select REVIEW
9. A prompt message will appear- This live stocktake will be reviewed and finalised. Would you like to continue?
10. Select YES and enter user details. This will open PDF window and system automatically creates a preview of the stock variance based on the count and changes to SOH.
11. Select PRINTER icon to print or red X to close.
12. A prompt message will appear- Stocktake has been reviewed successfully.
13. Select OK.
14. Once the stocktake has been reviewed the status will display as Finalised. No further changes can be made.
ZERO OUT UNCOUNTED STOCK
In the Stocktake program- once Stocktake has been FINALISED:
1. Click NEW.
2. Click into the order code column.
3. Select the 3 dots.
4. Find the category or brand that you counted.
5. In NO STOCKTAKE SINCE enter the date the stocktake started.
6. FIND
7. Click SELECT TAGGED.
8. Check entire imported Zero Count List.
9. SAVE & ACCEPT.
For a Variance Report for the Stocktake, see here
If you have a Dispensing Robot, and external spreadsheet needs to be imported, see here.