Stocktake Guide
A practical, step-by-step guide to planning, executing, and finalising a stocktake using EM Cloud and EM Omnia. This documentation is designed to support all roles involved—from preparation through to validation and finalisation—using quick guides, checklists, and detailed instructions to ensure accurate and efficient stocktakes.
3-Minute Overview
⏱️ Time: 3 minutes 👤 Who: Store Manager / New staff (first exposure) / Anyone needing a high-lev...
Quick Guide (End-to-End)
⏱️ Time: 5–10 minutes👤 Who: Experienced users / Team leaders running stocktake / Anyone needing a...
Checklists
⏱️ Time to Complete: 15–90 minutes (varies by store condition)👤 Who this is for: Store Manager...
Pre-Stocktake Checklist
Sections created and clearly named Store mapped logically Stock On Hand report reviewed ...
Setup Checklist
Stocktake created Correct date set Only ONE stocktake exists Naming conventions agreed
Counting Checklist (PDE)
Correct stocktake selected Input named clearly (Dept + Person) Section selected correctly ...
Validation Checklist
Input report reviewed Valuation summary checked High-value discrepancies flagged High/lo...
Finalisation Checklist
All inputs completed Manual corrections applied Reports reviewed for errors Stocktake cl...
Execution
⏱️ Time to Complete: 1–4 weeks (done progressively)👤 Who this is for: Store Manager Inventory...
Prepare for Stocktake
Why Preparation Matters Preparation ensures your system is already close to correct before c...
Create & Structure Stocktake
Create Stocktake Go to: Stocktakes → Create Enter: Name Correct date ⚠️ The da...
Count Stock (PDE Guide)
Create an Input Login → Inventory → Stocktake Select stocktake → Edit Create input: Name ...
Validation & Adjustments
⏱️ Time to Complete: 30–120 minutes👤 Who this is for: Store Manager Inventory Controller Sen...
Finalise Stocktake
⏱️ Time: 10–15 minutes👤 Who: Store Manager only / Authorised personnel only Step 1: Close Stockt...
Stocktake Best Practices
⏱️ Time: 5–10 minutes👤 Who: All staff involved in stocktake / Especially useful for training Nam...
Troubleshooting & Common Mistakes
Most Common Issues Multiple stocktakes created Poor section naming Forgotten “Add” on last i...