Doing a Stocktake |
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Posted: 13-Oct-2010 at 04:30 |
A video on stocktake;
Reports To Run;
In peach Click Reports > Product;
Good to run before stocktake
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Stocktake Report by Part - Good overall list of products
Good to run after after stocktake
------------------------------------------ Stocktake Variance by Part - Value difference from prior & after stocktake
What do the tick options at the bottom do?
If you tick;
In Stock - shows only product that have an in stock quantity
Active Only - products that have been sold in the last 2 years
Inactive Only - products that have NOT been sold in the last 2 years
Below Max - all stock below your min/max level.
Zero Stock - only show list of prods that have no in stock qty.
Neg. Stock - only show list of prods that have -1 or more in stock qty. |
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peach
Admin Group THE BOSS Joined: 01-Jan-2006 Status: Offline Points: 1295 |
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Off course if you had a Peach Stocktake PDA ?? What can I say..You will save hours and say goodby to yearly stocktakes as the PDA can do a complete paperless stocktake faster than a speeding Pen !
No Reports * No Paper * No Pens * No Interpreting * No Entering * No DownTime
Scan > Enter Qty > Update ****THATS IT***
$2850.00 New or $1750.00 for a re-furbished Unit.
Includes PDA, Stocktake program, PeachServer Setup
Additional Future Applications like Goods In and Supplier Order will be included.
Edited by peach - 10-Nov-2009 at 06:01 |
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peach
Admin Group THE BOSS Joined: 01-Jan-2006 Status: Offline Points: 1295 |
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Full Stocktake
This is where you are going to count one or more of an entire warehouse or shop
1. Initialise the stock with the Zero tick. (ONLY DO THIS ONCE OTHERWISE YOU WILL WIPE ANY RECORD OF WHAT YOU HAD IN STOCK)
2. Go to Reports > Product > Stocktake Worksheet by Part
3. Select to sort by Part or Location and print the report. If active only is ticked then untick it otherwise some parts may not show up.
4. Now count the stock using the stocktake worsheets and then enter the results into Peach. You should not sell or purchase any parts until counting is complete.
5. Once counting is is complete you can start invoicing but hold off recieveing for now.
6. Because you zeroed the stock prior to starting, as you sell goods the qty will go into negative. So when you enter the count you can select the "add to count" tick and this will enter your Qty as per the count and allow for a negative entry. Example....Part Z9 I had 9 before stocktake and zeroed my stock. After counting all our stock we start selling again and by the time we come to enter the count for Z9 we have sold 2 so the current In stock qty is -2. Now type in the count "9" and hit enter then 7 will be entered.
5. Now Go to Reports > product Reports > "Stocktake variance report by part" and run the report. This should give you a before and after Qty and value of the stock you have finished counting.
6. If there are any variances you are not happy with re count and enter those parts. Your Done ! Edited by peach - 09-May-2009 at 13:49 |
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peach
Admin Group THE BOSS Joined: 01-Jan-2006 Status: Offline Points: 1295 |
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Partial Stocktake
This is where you may want to stocktake a section of your stock
1. In the stocktake screen filter by the parts you intend to count and initialise the stock.
2. Go to Reports > Product > Stocktake Worksheet by Part
3. Highlite the report and then filter by either Location, Group, Supplier or Subgroup. You can use a combination of these also if you wish. Select to sort by Part or Location and print the report. If active only is ticked then untick it otherwise some parts may not show up.
4. Now count the stock using the stocktake worsheets and then enter the results into Peach. You should not sell or purchase any parts included in the sheet until the data is entered back into peach through the stocktake screen.
5. Go to Reports > product Reports > Stocktake variance report by part and apply the same filters as before and run the report. This should give you a before and after Qty and value of the stock you have finished counting.
6. If there are any variances you are not happy with re count and enter those parts. Your Done !
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peach
Admin Group THE BOSS Joined: 01-Jan-2006 Status: Offline Points: 1295 |
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Here is a snip of the First tab in the stocktake screen. For stocktake this is the only tab you will require.
Edited by peach - 09-May-2009 at 13:08 |
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