Execution

• Prepare for Stocktake
• Create & Structure Stocktake
• Count Stock (PDE Guide)

Prepare for Stocktake

• Why Preparation Matters

  Preparation ensures your system is already close to correct before counting begins.

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  1. Create Sections (Store Mapping)

  • Go to: Stocktakes → Sections
  • Create sections that reflect physical areas

  Good Example:

  • “Back Room – Drinks”
  • “Front Aisle 1 – Grocery”

  Clear section naming allows easy recounts and investigations.

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  2. Check Stock On Hand

  • Reports → Stock → Stock On Hand
  • Run report

  Look for:

  • Departments with unrealistic totals
  • Obvious errors

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  3. Check Out-of-Stocks

  • Filter for stock = 0

  Fix:

  • Items that are actually in stock
  • Remove or deactivate unused lines

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  4. Check Negative Stock

  • Filter for stock < 0

  Fix:

  • Missing invoices
  • Incorrect tracking settings
  • Products stuck “on order”

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  Outcome of Preparation

  You should now have:

  • Clean data
  • Clear store layout
  • Confidence in starting stocktake

Create & Structure Stocktake

• Create Stocktake

  • Go to: Stocktakes → Create
  • Enter:
    • Name
    • Correct date

  ⚠️ The date must match the actual stocktake date.

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  Structure Rules (Critical)

  • Only ONE stocktake per store
  • All inputs must exist inside it

  Each input must:

  • Represent one count
  • Have a section
  • Have a clear name

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  Naming Inputs Properly

  Use:
  Department + Person

  Examples:

  • Grocery – John
  • Dairy – Sarah

  This makes investigations fast and accurate.

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  Common Mistakes to Avoid

  • Creating multiple stocktakes
  • Using vague input names
  • Mixing sections incorrectly

Count Stock (PDE Guide)

Create an Input

• Login → Inventory → Stocktake
• Select stocktake → Edit
• Create input:
  • Name
  • Section

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Counting Process

• Scan product
• Enter quantity
• Press Add

Optional:

• Scan location before product

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Important Rules

• Always press Add on final item
• Do not double count areas
• Ensure correct section is selected

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Reviewing Counts

• Press back
• Review scanned items
• Edit if needed

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Common Issues

• • Missing last item (forgot to press Add)
  • Incorrect quantities entered
  • Wrong section used