Handheld - How to complete a Stock Take on Rx365 Handheld App
- Create a Stock Take on the Rx365 Back office FIRST - See notes above on starting a stock take.
- Open the Handheld app.
- Open the submenu
- Select stocktake.
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If a message appears - There is no stocktake in progress- go back to Retail 365 Back office and start a stock take.
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Once the stocktake has been started/created you can start scanning products.
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There are two Stock Level Count Options - Overwrite Stock Level & Adjust Stock Level
Overwrite Stock Level
- Overwrite Stock Level- this is the default selection
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This means the first time you scan a product it will overwrite your existing stock level.
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The following message will appear if you enter a quantity less than or greater than the quantity in stock.
Adjust Stock Level
- Any subsequent time you scan the same product in a stock take then it gives you the option to adjust the stock by the amount you are now counting.
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The screen warns you in red that the product is already counted. Only enter what you are counting now
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Press the enter button or the save quantities button.
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As you count products the system will show you on the top of the screen the last product counted.
Handheld – Stocktake - Incorrect count on the product
- Scan the product with the incorrect stock count
- Type in the actual quantity
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Choose overwrite Stock Level.
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The screen will then tell you whether you are increasing or decreasing the stock level
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Press Enter or Save Quantities button.
To add a product not on the stock takes
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Scan the Barcode
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A message will appear on the Handheld screen.
- Press Yes Please - this will add the product to the stocktake
- You can also press No Thanks - this will NOT add the product to the stocktake
To finish counting a stock takes on the handheld.
- Press the arrow on the top of the screen to go back to the main menu
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Go the Back Office to review variances and to complete the stocktake.
