Basic Stocktake Processes

Stock Valuation Summary Report

Use this report to find the value of your stock at the moment.

Run it for All Products.

Clear Stock On Hand

Run this procedure if you want to clear your On Hand Figures before creating a Stock Take.  It is best to run this process when no other machines are using Striven, as it may take a while to run.

Print Stock Take Count Sheet

You can use this report to print a list of items that may or may not be barcoded, so they can be manually counted then entered in to the Enter Stock Take Lines area.

Create Stock Take

Create a new Stocktake code for each "area" you are going to scan.  Keep your areas to a manageable size so validation and reports can be performed quickly and easily.

Enter Stock Take Lines

Load up the Stock Take Code, and manually enter each of the stock items.

Download from Mobile Device

Use this window to quickly load stock items from a portable scanner (like a Nippondenso).

Print Stock Take Validation

This process is needed to be run so that you can check the counts.

Post Stock Take Entries

Run this process after it has been validated to physically change the On Hand Quantities of the items that have been scanned.

Print Stock Not Yet Counted Report

Use this report after the Stock Take has been posted to see if you “Missed” any products in the last stocktake.  Then you can create a new Stock Take Code for any other lines you need to enter into the system.

Stock Valuation Summary Report

Run the Stock Valuation Summary report after all stocktake codes have been posted to get a valuation of your store.

You may want to run the Stock Valuation Summary Report with the option of "Only negative Stock" to ensure you have not missed any products.