How to carry out a stock check

There are two ways of carrying out a stock check when using The Shop System as your stock control software.

Stock Check Method 1

The first method uses the built in transaction entry screen to enter stock adjustments manually after carrying out an actual stock check. In order to use this method you could follow the following steps:

• Print off the 'Stock Check' report from the 'Reports, Stock Lists' menu within the main program.
• Carry out the actual stock check and write down the 'Actual' stock counts on the report.
• Calculate the required adjustment needed to correct the stock level in The Shop System's database and write this beside the 'Actual' column.
• Use the ''Enter Transactions' feature on the admin screen to enter a 'Stock Adjustment' transaction to correct the stock level.

 

Stock Check Method 2

The second method makes use of the transaction import addon to make updating The Shop System database easier than entering 'Stock Adjustment' transactions manually.

Please follow these steps:

• Print off the 'Stock Check' report from the 'Reports, Stock Lists' menu within the main program.
• Carry out the actual stock check and write down the 'Actual' stock counts on the report.
• Use the ''Create Stock Check File' option on the 'Tools' menu within the 'Transaction Import' utility to create a csv file of all your items.
• Open the CSV file created in the last step using a spreadsheet program like MS Excel or LibraOffice Calc and change the 'Qty On Hand' figures to the ones on the 'Stock Check' report. Do not worry about ones that have not changed as these will be ignored by the import routine.
• You can now use the import utility to import the CSV file and the main database will be updated as required. Please see the import utility user guide for actual details of importing your transactions.

 

Below is a screen shot of the transaction import utility. Click to see a larger version.