Stocktaking Overview & Initial Setup

The Stocktaking System in eAccounts is a very sophisticated multi-branch, multi-area system. It allows you to run full stocktakes as well as partial stocktake of certain product lines. This is useful because sometimes you may want to stocktake just the Beer Groups one day and just the Red Wines on another day. It also allows you to stocktake all products from a given supplier i.e. stocktake all items we purchase from supplier XYZ.

Initial Setup
There are 3 basic one-off setup procedures we must do before we can start any stocktakes:

STEP 1 - Define Stocktake Areas

§   We must define the areas within our businesses. Smaller businesses may have only one location for stock (e.g. the warehouse) but bigger businesses will have several e.g.

1) Front Showroom
2) Warehouse
3) Offsite Bulk Store

§   If you have one area just setup one record (1) called "All Locations".

§   Also in this file, you need to mark which branches of your business use this area. This is mainly for bigger businesses that have more than one branch.

 

STEP 2 - Link Groups To Areas

§   This brings up a list of our stock groups, here we can tick which areas (see above) will have this particular item group in it. e.g. Cabinet Groups might be in an Area called "Warehouse" and the Glass Group might be in an Area called "Front Showroom".

 §   Of course some items might (can) appear in multiple areas.

 §   A1, A2, A3, etc - represent the areas that you have previously set up in Step 1.

 

STEP 3 - Define Stocktake Sets

§   This allows us to define the stocktakes we will be doing including partial and full ones.
a) We can define a Full Stocktake by creating a record leaving all the fields except the first two blank.
b) We can define a Partial Stocktake e.g. "Beers Only" or "Fencing Groups Only" etc
c) Bins - these can be shelves/aisles that particular goods are stored within the areas defined in Step 1.

Now that you have setup these three setup options please read the Help Section called Doing A Stocktake