1. Stock Entry
To be able to carry out the inventory, you must first scan the entire stock. Normally this is done by means of mobile scanners (available at Becosoft on a rental basis). When all stock has been scanned in, you can import the list into the software.
To do this, navigate to BACKOFFICE > STOCK MANAGEMENT > INVENTORISATION > ENTER STOCK:
You will now be presented with the following window:
Before you start importing the scanned list, it is best to use the EMPTY LIST button at the top left. This way you can be sure that there is no stock left from previous inventories:
Now click on the READ SCANNER button and select the text file with the scanned barcodes:
The software will now link the barcodes to the correct items and display a list:
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2. Consult the list of differences
When all stock has been read, you can have the software search for the differences. To do this, navigate to BACKOFFICE > STOCK MANAGEMENT > INVENTORISATION > LIST OF DIFFERENCES:
You will be presented with the following window:
In addition to the standard filter at the top, we see the following options:
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Partial inventory: check this box when an inventory has been carried out on only a part of the total stock
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Only show differences: only show the differences that come up when the software compares the scanned list with the stock in the system (this is checked by default)
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Include sold/delivered items in difference: check this box if sales have already been made after the inventory or if items were delivered after the inventory
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Time stamp last entry date: make sure that this always contains the time of the last import
Once you have completed the desired filters, press GENERATE LIST OF DIFFERENCES:
You will now be presented with the list of differences. Before we go any further, it's important that you carefully check the list for any errors by comparing the "current" and "count" columns:
If you want to change the counted quantity for an item, double-click on the line and enter the correct quantity:
If you wish, you can also export the list of differences via the Excel button at the top:
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3. Processing the inventory
When you are sure that all counted numbers are correct, it is best to take a backup of the stock at the bottom of the screen. That way, you can be sure that there is a backup when something goes wrong in processing the changes:
Next, select the salesperson who took the inventory and press PROCESS CHANGES:
After the progress bar is completed (this may take a while), the inventory was successfully processed.
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