Note: You may need help from other team members/Zedonk users to complete your stock check. If so, they can join your stock check, scan their own quantities with you, and Zedonk will sum up your scanned quantities between users when submitting your stock take.
Warning: All users will need to have the 'Stock Check' permissions enabled within their user permissions. (as well as the Scanning permissions if not already enabled)
If multiple team members are counting stock, the other user will be able to go into the same season > [Stock Check] > and select [Join Stock Check]
**If you are a user on a system with Multi Location, you will need to also ensure that you have selected the applicable inventory location in which the inventory is being counted, before you have the option to join a stock check
When the other user joins the stock take they will be able to see any previously counted quantities on the stock take.
They can also open the scanning window to proceed with scanning, and adding to any previously counted quantities.
Quantities the other user/s scan will be added to any existing stock check quantities. (e.g. if 10 units are counted from the other user/s, and they have scanned an additional 5 units, they would see 15 units as the 'Stock Count')
Click 'Current Users' to view all users in your current stock count. (where you see the green tick means that the user is currently in that stock count)
Once done with your stock check, click [Submit]
When submitting the Stock Check with multiple users present, you will need to first force them out so they cannot enter any further quantities
Select [Force Out Users]
Type in 'FORCE OUT' in capitals to confirm + click [OK]
Choose how you would like any blank product rows to be treated
> '... are ignored (no stock adjustments made)' - mean that no changes to inventory will be made to products with no counted quantities against them.
> '... are treated as zero quantity' - means that products with no counted quantities against them will be adjusted to have 0 units closing stock.
Click [Continue]
A stock discrepancy report will automatically download in your web browser
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
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 for the same season > select [Stock Check] > [Continue Stock Check]
To view any existing running Stock Checks in your System
Select [Stock Check] > [View Running Stock Checks]
Click [OK] to close