Stock Count

Create a stock count for stock in and stock out

Video Training 202402 - Stock_Count_InOut.mp4

Create counts for

1. Stock Count
2. Stock Takes
3. Stock Receive - GRV incoming stock
4. Stock Return - Out going stock back to supplier
5. Invoice - Out going stock to a customer
6. Credit Note - Incoming stock from a customer

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Stock count with pricing

Stock count caters for pricing for

Video training 2023/12 - Stock_Count_GRV_Pricing.mp4

1. Invoice and credit note
2. GRV and stock return

 In order to see pricing, set up the security in Webatar for customer pricing and supplier cost prices

Original Content - Click Here

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Inwards Stock - GRV

 

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Webatar App Stock Receive

Create a Stock Count and Receive Stock

There are two methods for Receiving stock, link to each video manual 202311 below

1. Receive stock (Quantity only) - Stock_Count_Receive_Stock.mp4
2. Receive stock and update prices (Quantity and price) - Stock_Count_GRV_Price.mp4

The methods above require a system change in order to run processes.

Receive stock and update prices require two steps

Process actions

None	Logs stock count only
Create	Logs stock count and creates document
Process	Logs stock count and creates document and processes document

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Webatar App Stock Receive

Original Content - Click Here

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Outwards Stock - Invoice

Stock Count invoice stock out

Training video - Stock_Count_Invoice_Stock.mp4

Webatar App Stock Count - Invoice

Original Content - Click Here

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Outwards Stock - Back to Supplier - RTS

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Inwards Stock - Return from Customer - CN

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Stock Take

Running a Stock Take with the Webatar app

Video training manual 202311 - Stock_Take_Webatar.mp4

Some basic steps are required

1. Create and activate a stock take
2. Open up the Webatar app and sync
3. Scan and count stock
4. Complete stock take
5. Close and Open the Webatar app and sync

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Create and activate a stock take

Go to main system to activate stock take

When activating the stock take in main system, it is recommended to tick the zero actual Qty.

Zero actual quantity sets all stock to zero quantity forcing one to count all stock

Activate the stock take

On the Webatar app, sync to server to retrieve the stock take active number

Setting a document number for stock take allows the count to update the stock take directly after sync.

stock take counts will always increment quantities on the stock take.

View counts in stock take

To view counts, click on show countered tick box.

By default counted items will disappear off the list.

If a count is incorrect corrected in the stock take by double clicking on the line.

Correcting a count

Print out the count to view what has changed

Complete the stock take by clicking on process

View all movement taken place

Original Content - Click Here