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How To Create A New Stock Take?
How To Create A New Stock Take?

Check if the actual quantity of the product matches the stock

Amalia avatar
Written by Amalia
Updated over a week ago

The main aim of any stock take is to verify that the accounting quantity (that RemOnline reports) matches the actual quantity (your physical stock).

Stock take is almost always a long and complicated process, but there is no single standard for executing a proper stock take. That's why RemOnline makes the stock process flexible and convenient at the same time.

Creating a New Stock Take

Go to the Inventory > Stock takes page and click + Stock take list to create a new stock take.

Select the settings for the stock take in the opened window:

  • Warehouse for stock take

  • A bin (one or multiple)

  • The product category you will perform a stock take for

  • Grouping a list of products by a general list or by bins.

The system will display the Bin location and Product list grouping options only if you enable the bin locations.

In RemOnline, you can perform a stock take for both the entire warehouse and part of the warehouse: target the specific product category or bin. It allows you to perform stock takes in quick, frequent sessions.

Click Start as soon as you specify the stock take destination and target.

Stock Take Approaches

Here are the settings RemOnline displays in the stock take dialog window:

  • Warehouse (names of Locations, Warehouses, and Bins)

  • Category

  • Product grouping

Before proceeding with the stock take, select the quantity for products not included in the stock take. There are two values to choose from:

Zero The stock levels for products that you don’t include in the stock take will be zero.

Accounting — The stock levels for products that you don’t include in the stock take will be the same as in the RemOnline system.

There are several stock take approaches for you to select from. Let’s consider each one of them in detail.

Approach 1: Blind Stock Take

Blind stock take is when you enter all items from the warehouse into the search line manually or with the scanner. This method is the fastest and most convenient if all products in the warehouse have barcodes.

We recommend you to set the actual quantity of not included products equal to Zero with this stock take method and RemOnline will record a shortage of those products that the system registered but you didn’t find in the warehouse.

Approach 2: Export and Import of the Product Stock Levels

This approach is suitable if you don't have a barcode scanner, and you don't want to print a list of products. Here are the steps for this approach:

Step 1. Click Export at the top of the stock take document.

Step 2. Enter the actual stock levels and serial numbers for products that have serial numbers in the downloaded file.

Step 3. Save the file and upload it by clicking the Import button at the top of the stock take document.

Approach 3: Stock Take via the Printed Statement

This approach allows you to perform a stock take offline, and then enter the results into RemOnline. The idea of this approach is that you print out the list of products and fix the actual quantity of products or their serial numbers in it, and then enter the data into the stock take dialogue window (similar to the first approach).

Step 1. Click Print at the top of the stock take document to print the product list and set the actual quantity of products that you don’t include in Accounting. This will save you time since RemOnline automatically calculates the accounting and the actual quantity matches.

Step 2. Perform a stock take by filling out a printed sheet.

Step 3. Enter the results of the stock take for products that do not match the accounting and actual quantities using the search line (similar to the first approach).

Approach 4: Upload Stock Levels Button

You can implement this stock take approach either manually or using a scanner.

Step 1. Click the Upload stock levels button.

Step 2. Enter the counted number of products or their serial numbers.

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