Stock Take Wizard
This wizard helps you perform a stock take.
This wizard is opened from the
context menu in the
table of the stock screen, or from the
stock menu.
The first page of the wizard (above) lets you choose items which you have in stock.
The table in the top half of the page shows you the catalogue - everything product which BookStore knows about,
regardless of whether it is in stock or not. The table in the bottom half of hte page shows your stock.
To begin with, the bottom table is empty. As you physically go through your stock checking to see what you have,
you can search for the product using the filter, and then double click the row in the top table to add the item
to the table in the bottom half of the page. If you come across an item that is not in the catalogue (top half
of the page), you can click on the "Add a product to the catalogue above" button which will open the
new product dialog.
Once an item is in the lower table, you can adjust the quantity which you have in stock by clicking on the
table cell in the quantity column. When you select a product in the upper table, it will also be selected in
the lower table, if it has already been added to the lower table. This means that when you get into your large
stock take, it should still be easy to find items in either table, by using the filter.
Once you finish your stock take, click on the next button for a summary of differences between BookStore and you
actual stock:
You can add an optional comment. When you click "finish", BookStore will add items to stock which need to be added,
and it will remove items from stock which you no longer have. These removed items will have the stock state
"Removed Stock Take". All adjusted items will get a comment saying they were adjusted as part of this stock take.
If removed items relate to
purchase orders or
sales orders, then these will be adjusted accordingly. If
items need to be reordered because they are reserved for sales orders, then they will be, unless you have
other unreserved stock that can be used instead. You will be told
afterwards, which POs / SOs were updated and how, for example:
The above example shows that sales order number 1, to the
anonymous customer,
had an item in stock reserved. That item has now been added to purchase order number 4354, which has the
tag "Order 1". If you were to look at the notes of either the PO or the SO, it would state clearly which
items were affected. The sales order item used to have the state "Awaiting Picking", but now that it is
no longer in stock, it has been updated to "Awaiting Reorder".