Within the EQ Stock Control module there is a facility to help you perform a stock take and update multiple product's stock quantities quickly. To continue you need to have added some products to stock. This article covers how to perform a stock take, update quantity and print a stock variance report.
- Open the Stock Control from the top toolbar button:
- Click Stock Take on the left
- The Stock Take screen now needs to be filtered to show you the products you wish to work with:
Pick a Stocking Location to show products
Pick a Reason - this will show in every product's stock activity next to any adjustment in quantity.
Click the Edit Popup Contents icon to add a new reason to the list.
Reference - Optionally enter a reference to also show in the stock activity tab against each product you adjust.
- Now work down the grid and enter new Actual stock figures if they differ from the Current Stock quantity.
As you enter Actual Stock quantity the +/- column will update to show quantity of additions or decreases:
- For any products you do not need to update the quantity, UN-TICK the Update column. That product will not be adjusted.
- Once you are finished with all products in the grid, click the Update Stock button at the bottom. Respond Yes to the confirmation message.
- A print screen will open to allow you to print a Stock Variance report. Click Print, Preview or PDF to save the report for later.
On all products that you adjusted the quantity, the Activity tab will show an entry where the quantity is adjusted, with your previously entered reason and reference.