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