Robot Stocktake
NOTE: It is advised you ACCEPT DISPENSARY Stocktake first, then zero out your uncounted stock before creating new Stocktake in POS for ROBOT STOCKTAKE!
Completing Stocktake to include Dispense Robot:
1. Perform standard Stocktake process for Dispensary Items (excluding what is in Robot) including all excess stock.
See here for PDA Stocktake Steps.
2. Once Stock is counted with the PDA, Finalise Stocktake using Steps here.
3. Please make sure to Zero out uncounted Stock before proceeding to Robot Stocktake.
4. Robot Stocktake File will need to imported to a NEW STOCKTAKE in POSWorks Stocktake Program.
5. Ensure the Robot file is in format as below.
Adding the Inventory of a Dispensing Robot to SOH
Many models of dispensing robots will allow users to export the inventory of the robot to either csv or an excel file, these can be imported into POS Works and added to SOH through a manual stocktake.
To import a robot’s counts into POS Works, you will need to create an Excel spreadsheet with the following information:
• A separate column for identifying information such as barcode or PW Item ID
• A Separate column for the SOH of the robot
How to add the inventory of a dispensing robot to SOH:
1. Open and Login to the POS Works System Menu.
2. Navigate to STOCKTAKE.
3. Select NEW.
4. Ensue the checkbox ADD COUNT TO SOH is tagged.
5. Select IMPORT.
6. Select the Excel file required.
7. Map the search fields to corresponding columns for one of the following identifiers.
• Supplier and Order Code
• Barcode
• Item ID
8. Map the count to the corresponding column with the robot’s stock count.
9. Select IMPORT and review any errors.
10. Once the Items and their counts have been imported, review the counts, and ACCEPT the stocktake if all is correct.
NOTE: It is best to import your robot counts during a time when robot is not in use. If any items are sold from the robot between the counts being produced and the stocktake being Accepted, you may need to perform a STOCK ADJUST to correct SOH.