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Stock Takes

How Tos (2)

You can find this section under Stock Control > Stock Takes in the IRP Admin left navigation menu.

You use this section to view details of completed and in-progress stock takes in any of your stock locations. You also use this screen to create new stock takes.

You use stock takes to count all items that are physically present in each location. When you enter the results into the IRP, the location and web stock levels are then automatically readjusted. The IRP also highlights all discrepancies for potential investigation. Note that the accuracy of the stock levels displayed in the IRP, and statistics associated with stock, are largely dependent on how well you maintain your stock level and costs information.

You can use the Search function to find stock takes. Click to expand the Other Options menu from where you can select the stock location, the status of the stock take and the date range:

Stock Take search

This displays the following details:

  • Stock Location: Select the location from the drop-down list or select 'All Locations'.
  • Status: Select from Open, Scheduled, In Progress, Uncommitted or Completed.
  • From: Use the pop-up calendar to return stock takes from this date onwards.
  • To: Use the pop-up calendar to return stock takes from before this date.

The main Stock Take section displays a row for each Stock Take in the system:

Stock Take section details

This displays the following details:

  • ID: This shows the unique IRP ID for the stock take.
  • Admin User: This shows the name of the Admin User who created the stock take.
  • Name: This shows the name of the stock take (if available).
  • Stock Location: This shows the location of the stock take.
  • Number Of Items: This shows the total number of items involved in the stock take.
  • Value: This shows the total value of all items involved in the stock take.
  • Status: This shows the status of the stock take: Open, Scheduled, In Progress, Uncommitted or Completed.
  • Date Scheduled: This shows the date and time when the stock take started or is scheduled to begin.
  • Date Started: This shows the date and time when the stock take was created.
  • Date Completed: This shows the date and time when the stock take was completed (if applicable).


How To Guides (2)


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