Note: Stock Checks/Stock Counts are often performed within a specific stock pool/season to count how much inventory you have on hand (closing stock), of selected/ all products.
There are two main methods of performing a Stock Check. A rolling/cyclic stock take, and a physical stock take. The most common method is the Rolling/Cyclic Stock take. (of Selected Products).
Warning: You will need to ensure you, or your admin user have enabled the 'Stock Check' permissions within your user permissions.
To perform a Stock Check on SELECTED products
From the Product Stock Inventory list view, select the products you want to perform the stock check against, click on [Stock Check], and select [Start Stock Check]
Select [Only the X lines Selected] and click [OK]
...or to perform a Stock Check on ALL products
From the Product Stock Inventory list view, click on [Stock Check] and select [Start Stock Check]
Select [All Products visible in Season "XXX"] and click [OK]
You will then see the 'Stock Check' List View
1. Barcode - The barcode for that product and size in Zedonk.
2. Closing - The existing closing stock levels in that season.
3. Closing Cost - The total cost of the closing stock units (Total Unit Cost x Closing qty).
4. Stock Count - The current quantity of stock counted in this stock check. (Can be entered/edited manually)
5. Count Cost - The cost of the stock count quantities (Total Unit Cost x Stock Count qty)
6. Discrepancy - The difference between the stock count quantity and the closing stock quantity currently in Zedonk.
7. Discrepancy Cost - The cost of the discrepancy. (Total Unit Cost x Discrepancy qty)
8. Refresh - This runs a check every minute and will flash orange if other users in the stock check have counted new quantities since you joined/continued.
9. Submit - To Submit your stock check and update your closing stock levels.
10. Leave Stock Check - To leave your stock check and return later/ leave for another team member to complete/join.
11. Current Users - Click here to view all internal users contributing to the stock check.
Manually enter the quantities you have counted
If you have the Scanning module, click here for information on how to manage your Stock Check with a Scanner. If you would like more information on the Scanning module. Please contact us at HELLO ZEDONK.
Once done with your stock check, click [Submit]
Choose how you would like any blank product rows to be treated
> '... are ignored (no stock adjustments made)' - no changes to inventory will be made to products with no counted quantities against them.
> '... are treated as zero quantity' - products with no counted quantities against them will be adjusted to have 0 units closing stock.
Click [Continue]
A stock discrepancy report will then be downloaded for your records
Enter an Adjustment Description for the stock check + click [Perform Action]
Closing Stock levels will be set accordingly and Adjustments created on the products
Adjustments created will be based on the discrepancy between the old closing stock levels and the new stock count
*Additional Tips*
To view any existing running Stock Checks in your System
Select [Stock Check] > [View Running Stock Checks]
Click [OK] to close
If not yet ready to submit your Stock Check, click [Leave Stock Check]
To continue your existing Stock Check
Head back into the Product Stock Inventory list view within the same season > select [Stock Check] > [Continue Stock Check]