Stock Takes

Adding or editing a stock take is a three-stage process:

• Stage 1: Schedule a stock take.
• Stage 2: Select the items to include in the stock take.
• Stage 3: Review the date and product selection for this stock take and confirm that the expected products are correct.

To add or edit a stock take, proceed as follows:

1. Go to Stock Control > Stock Takes in the IRP Admin left navigation menu.
2. Click the Create New Stock Take button above the Search bar.
   Alternatively, click the Edit button on the right side of the row for the stock take that you want to edit (note that you can edit only open or scheduled stock takes). The screen for Stage 1, Schedule Stock Take, appears:
   
3. Fill in the details as follows:
   • Stock Location: Select from the drop-down menu the location where the stock take will take place.
   • Scheduled For: Enter the date to start the stock take.
   • Stocktake Name : (Optional) Enter a name to help identify the stock take throughout the IRP.
   • Notes: (Optional) Enter some notes relating to the stock take.
4. Click the Continue button to progress to Stage 2:
   
5. If you want to include all stock in the stock take, click the Include All Stock checkbox. Otherwise, leave the box unchecked and move to the Select Specific Stock section.
6. To include inactive stock in the stock take, click the Include Inactive Stock checkbox. Inactive stock is excluded from stock takes by default, however if physical items are being held for inactive stock items then it is highly recommended that they are included.
7. In the Select Specific Stock section, choose whether to include stock by Picking Location, Brand or Category. Changing the criteria type will reset your current selections in the boxes below.
8. For each of the Include Stock By types above, select the items by using the Add and Remove buttons.
9. (Optional):
   • For the Brand option:
     • You can click the Filter By Brand-Categories checkbox to further filter your selection by choosing only specific categories belonging to the selected brands.
   • For the Category option:
     • You can click the Filter By Category-Brand checkbox to further filter your selection by choosing only specific brands belonging to the selected categories.
   Only products with a Brand and Category in this selection will be included in the stock take.
10. Click the Continue button to progress to Stage 3:
    
11. Review the details in the Confirm Stock Take Details section. The details here include:
    • The stock location.
    • When the stock take is scheduled to take place.
    • The name of the stock take (if you have entered one).
    • The projected number of items in the stock take.
    • The projected quantity of stock take items.
    • The projected value of the stock take.
12. Review the details in the Product Criteria section. The details here include the brands or categories (or Picking Locations) that you selected in Stage 2.
13. Review the details in the Expected Items section. The details here include the details of the products that you have selected.
14. (Optional) You can add notes about the stock take in the Notes section. Type your notes in the text box and click the Add Note button.
15. (Optional) If necessary, you can delete the stock take by clicking the Delete button.
16. Click the Confirm button to progress with the stock take.

The stock take will then appear on the main Stock Takes screen with a status of 'Scheduled'.

To begin a stock take, proceed as follows:

1. Go to Stock Control > Stock Takes in the IRP Admin left navigation menu.
2. Click the Begin button on the right side of the row for the stock take that you want to begin. Note that once you begin a stock take, you cannot edit it. The Record Stock Take Levels screen appears:



3. You can record items in several ways:
• Add Levels Manually: This method allows you to search for, or scan, individual items or large groups of the same item using the Scan Items button. The screen looks like the one in the example above.
  After scanning, if necessary you can postpone the stock take until a later date by clicking the Save Stock Take Levels button.
• Upload Levels: Add the levels using a spreadsheet template. The screen looks like the following example:
  
  In the Download Template File section, click the spreadsheet icon to download the stock take levels template.
  After you have filled in the spreadsheet, click the Choose File button in the Upload Populated Template File section and navigate to where you have saved the spreadsheet.
  Click the Upload and Import Template File button to upload your data to the IRP.
• Print Stock Take Products: Use this method to print out the grid contents using the Print Stock Take Products button. You can then write down the levels and enter them manually into the grid in the IRP when you are finished. The screen looks like the following example:
  
  Click the Update All Levels button when you have finished. Note that any blank stock take levels will be treated as 'no change'.
4. After using any of the methods described above, click the Continue button to change the recorded stock levels at the stock take location to those recorded in the stock take. You can then proceed to Confirm any changes that you make and finally to Complete the stock take.
   

To continue a stock take, proceed as follows:

1. Go to Stock Control > Stock Takes in the IRP Admin left navigation menu.
2. Click the Continue button on the right side of the row for the stock take that you want to continue.
   Follow the same steps described for beginning a stock take in the section above.