How to Perform Survey/Stock take and manage Model Stock – iOS

Modified on Tue, 14 May 2024 at 12:08 PM

Model stock is a useful feature Skynamo offers for those customers that might have an ideal stock level. This is mostly used in the retail industry but can be used in other industries as well.

Adding Model Stock for a customer

You will need to add the ideal or model stock level first. You can do this on the Skynamo app (if you have the permission) by going to the customer's profile from your Customer Tab. Scroll until you see "Stocked Products". You can click on it and enter the preferred model stock by clicking on the Model Stock block and insert quantity per line next to the product. This can be edited should the customer indicate any changes. 


Setting up the model stock can also be done by management on the Skynamo insights (web interface), by going to the customer's profile, navigate to Model Stock and entering the correct amount.


 

Conducting a survey

The next thing you will need to do is to add a survey (stock take) from your menu on the customer’s profile. This will indicate the current stock level. See below screenshot of where to find the survey: 


 Once you have selected to start the survey you can add the figures. The Qty in stock will be the current stock that the customer has. This should be the total stock on hand. Facings are important in some industries and this is an optional figure you can add. Facings are used when you have a certain number of products on the shelf (For example 10 Aqua Box Seat) but only some of the products are visible because they are in the front of the row on the shelf (In the case below 2). Finally, you can add the retail price should it be required. This will be the price the customer is selling your product at. Once you have added all the information required you can click on Submit to finalize the stock take.

Placing an order

Once you have saved the survey the stock take will be saved under the customer’s profile. You can choose to now complete an order or quote based on the model stock needed. You can start the quote or order as normal from your customer’s profile:


Fill in the order details and proceed to the product selection page. On this page you will note that the order or quote already has suggested quantities based on the model stock versus what was actually on the shelf. You can now choose to take the suggested figures but you will also be able to change the quantity based on the customer need.

 

Once you have finalized the necessary quantities required process your order or quote as per usual.


If you are experiencing any issues, please contact our support team by mailing us at support@skynamo.com.

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