How to do Stock Take?

Stock take is used to capture the ACTUAL physical count/quantity or stock balance of your products and input it into the system. Some business called this activity stock count in which a physical count of each product is done and later updated into the system. The stock take function will handle the adjustment automatically.

Stock Take is also useful for those who are new to TrackSol. You can use the stock take function to enter or add your initial product or stock.
 
HOW TO PERFORM THE STOCK TAKE?

Step 1 - Go to the terminal --> F2 --> Stock Take

Step 2a - Enter or scan or select the product / stock you wish to update its balance

Step 2b - If the product / stock does not exist, system will display "Item tiada". If this is a new product or stock, click OK and proceed to add it.

Step 3 - Once all the stock or product actual balance has been inputted, press Done --> Tap Staff card. A receipt will be printed.


HOW TO CONFIRM THE STOCK TAKE HAS BEEN ENTERED CORRECTLY

There are 2 ways to confirm your Stock Take:

A. Via the terminal --> Go to F2 --> Store --> Check Stock --> Select store (X) --> Done --> Enter or scan or select product to check --> Done. System will display the latest stock balance of the stock or product


B. Via Web --> this will also display the adjustment entry done.

Step B1 --> Login to merchant's website

Step B2 --> Go to Material Maintenance --> Stock Maintenance --> Report --> Stock Movement

Step B3 --> Click on search button (if the stock take is done today. If not, please enter the correct date)

A report will be displayed as below:

Stock take report for totally new stock

Stock take report for existing stock. The latest Stock Take balance will replace the old balance

WHY THE STOCK TAKE BALANCE REPLACE THE OLD BALANCE?

System will recognize balance entered from Stock Take is the actual physical count of the product / stock. This is in assumption that you have counted the stock physically and know the exact quantity of the stock / product.