Before you dive into the article, please make sure to learn How to create a new stocktake.
Now that we know the approaches to stocktake, let's find out how the stocktake dialog flow works.
As we have discovered before, each and every company has its unique stocktake process. However, we've generated a list of tips you can use to make your stocktake easier.
Stop your employees from working with a target warehouse during a stocktake. For instance, don't allow employees to sell from a store window while performing a stocktake there.
Purchase a fast and reliable barcode scanner and make sure all your products have barcodes, whether vendor codes or serial number barcodes.
Perform the stocktake monthly, weekly, or at even more frequent intervals. The key is to make it regularly.
You can add products via the search bar during a stocktake. With this feature, you can search your products by vendor code, product name, barcode, or serial number.
Adding Products by Barcode or Serial Number
The system adds the product to the table if it finds this product by barcode or serial number.
Adding Product by Code, Vendor Code, or Product Name
The system displays all the product options to select from if it finds the product by code, vendor code, or product name.
Upon adding a product to a table, the system looks for the same product in the table. If Orderry finds it, the system will increment the product quantity. This way, you can add 3 items of a product by scanning the same product 3 times.
Stocktake is a routine task and requires a lot of focus on the products. With that in mind, we've created a sound indicator that appears each time Orderry finds and successfully adds the product to a stocktake table.
This way, there is no need to focus on the screen just to make sure that the system recognizes the barcode and adds the product to a table. With Orderry, you can rely on the sound indicator. Just scan the product, wait for a confirmation sound, then scan the next product. If you don't hear a sound, it means something's wrong. In this case, you may want to look on the screen for more details.
Adding New Products
You can scan the product that you've never posted to your inventory before. It means there is no such product identifier in the database. In that case, just enter the full product name into the search bar and click + Add position. This way, the system can register the unknown product in the database.
Error and Warning Messages During the Stocktake
The accounting and actual product quantities do not match
This message may appear for both serial and non-serial products. When dealing with non-serial products, the issue is with the quantity. If we consider the serial products, there may be one of 2 problems:
Actual and accounting quantities don't match
Incorrect serial numbers. Instead of 0-0001 serial number, your actual products have the 0-0005 serial number.
If the serial number belongs to another product, you'll receive a warning notification.
Accounting unit amount of some products has changed during the stocktake. Please check the data.
This message means that the product quantity has changed during the stocktake. It may be because your employee sold the product, added it to a work order, wrote-off, or transferred it.
Keyboard Layout During a Stocktake
Pay attention to the keyboard layout during a stocktake. The barcode scanner operates as a usual keyboard and emulates the key pressing. With that in mind, an incorrect keyboard layout may result in an incorrect serial number entered.
Orderry enables you to pause your stocktake at any time and save the intermediate results by clicking the Save as draft button.
This will create a stocktake document without a number named as Draft in the stocktakes table on the Inventory > Stocktakes page. You can open the draft and continue the stocktake process at any time.
Read further: Stocktake results