The main aim of any stocktake is to verify that the accounting quantity (that Orderry reports) matches the actual quantity (what is actually in your warehouse).
Stocktake is almost always a long and complicated process, but there is no single standard for executing a proper stocktake. That's why Orderry makes the stock process flexible and convenient at the same time.
Creating a new stocktake
Go to the “Warehouse > Stocktake” page and click the “+ Stocktake list” button to create a new stocktake.
Select the settings for the stocktake in the opened window:
- Warehouse for stocktake;
- A bin (one or multiple);
- The product category you will perform a stocktake for;
- Grouping a list of products by a general list or by bins.
The system will display the “Bin location” and “Product list grouping” options only if you enable the bin locations.
In Orderry, you can perform a stocktake for both the entire warehouse and part of the warehouse: target the specific product category or bin. It allows you to perform stocktake in quick, frequent sessions.
Click the “Start” button you as soon as you specify the stocktake destination and target.
Here are the settings Orderry displays in the stocktake dialog window:
- Warehouse (names of Locations, Warehouses, and Bins);
- Product grouping.
Before proceeding with the stocktake, select the quantity for products not included in the stocktake. There are two values to choose from:
- Zero — The stock balances for products that you don’t include in the stocktake will be zero.
- Accounting — The stock balances for products that you don’t include in the stocktake will be the same as in the Orderry accounting system.
There are several stocktake approaches for you to select from. Let’s consider each one of them in detail.
Approach 1: Blind stocktake
Blind stocktake is when you enter all items from the warehouse into the search line manually or with the scanner. This method is the fastest and most convenient if all products in the warehouse have barcodes.
We recommend you to set the actual quantity of not included products equal to “Zero” with this stocktake method and Orderry will record a shortage of those products that the system registered but did not find in the warehouse.
Approach 2: Export and import of the product stock balances
This approach is suitable if you do not have a barcode scanner, and you do not want to print a list of products. Here are the steps for this approach:
Step 1. Click the “Export” button at the top of the stocktake document.
Step 2. Enter the actual stock balances and serial numbers for products that have serial numbers in the downloaded file.
Step 3. Save the file and upload it by clicking the “Import” button at the top of the stocktake document.
Approach 3: Stocktake via the printed statement
This approach allows you to perform a stocktake offline, and then enter the results into Orderry. The idea of this approach is that you print out the list of products and fix the actual quantity of products or their serial numbers in it, and then enter the data into the stocktake dialogue window (similar to the first approach).
Step 1. Click the “Printing” button at the top of the stocktake document to print the products list and set the actual quantity of products that you don’t include in “Accounting”. This will save you time since Orderry automatically calculates the accounting and the actual quantity matches.
Step 2. Perform a stocktake by filling out a printed sheet.
Step 3. Enter the results of the stocktake for products that do not match the accounting and actual quantities using the search line (similar to the first approach).
Approach 4: Upload stock balances button
You can implement this stocktake approach either manually or using a scanner.
Step 1. Click the “Upload residues” button.
Step 2. Enter the actual number of products or their serial numbers.