Stocktakes can be a hassle to do, as you might have many different products or ranges at a customer, in many different areas of a store. You have the ability to not only search when doing a stocktake, you can also sort your products to make it easier to work through. If your company has added product segmentation like your different brands and types of products, you can also filter your products using these options while you are busy with a stocktake.
On a customer profile, regardless of if you are in a visit or not, you can select the +button to see the available activities. To start a Stocktake select that option from the list.
The following page will open where you will first see all of the listed products at the customer (products previously Invoiced, Quoted or Ordered), but you can also choose to see the entire product database by removing that filter.
You can also search for products and filter through your different product segments.
Start adding Quantities as you go through the store. You can also add your facings, (amount of rows on the shelf your products are populating) as well as the retail price that your products are being resold for.
Once you have added all the necessary details you can click on the blue arrow at the bottom right. This will give you 3 options:
- Submit your Stocktake
- Place a Quote based on the Stocktake
- Place an Order based on the Stocktake
Your stocktake is now submitted and can be viewed on the Timeline if needed.
If you are experiencing any issues, please contact our support team by mailing us at [email protected].
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