11 | Entering a Stocktake via SmartPDE Mobile

This article explains how to enter a Stocktake via the SmartPDE Mobile app which can then be processed in BackOffice.

This article explains how to enter a Stocktake via the SmartPDE Mobile app which can then be processed in BackOffice.

Prerequisites

• Minimum Bepoz version of 4.7 and onwards
• Completion of SmartPDE Mobile App Setup in the given order:
1. SmartPDE Mobile Licensing & Installation
2. SmartPDE Mobile Workstation Setup
3. SmartPDE Mobile Scheduled Job & Configurations
4. SmartPDE Mobile Database Settings
5. SmartPDE Mobile HomePage
• To access Enter Stocktake functions within the SmartPDE mobile application, the applicable Operator Privileges will need to be enabled:
• Operator Maintenance 'Stock Control' Tab
• General Stock Settings: "View Stock Information" Flag
• General Stock Settings: "Stocktake Functions" Flag
• General Stock Settings: "View Other Venue Stock" Flag
• General Stock Settings: "Store Products Only" Flag

Entering a Stocktake

• Note: It is a good practice to retrieve the latest copy of the database before performing any stock operation within the SmartPDE Mobile App; this ensures the data integrity is maintained between the SmartPDE Mobile App and the local database in BackOffice
• For info on how to get a new database, please refer to this article

• To get started, login into the SmartPDE mobile app using a valid Operator ID
• Click on the "hamburger"-style icon on the top left of the application screen and click on the 'Enter Stocktake' option in the side menu
• This will open the Enter Stocktake home screen
• Proceed to select a Venue and Store to enter Stock Count of a Product
• Note: To enable Default Venue and Store, please refer to  this article
• Once the Venue and Store are selected, click on the 'Stocktake' button (calculator icon) at the bottom to enter the Stock Count of a product
• The App prompts the Operator to get current Stocktake information from the Server with a Yes and No selection
• This is optional and Counts can be entered without it
• After a Yes selection, the current Stocktake information is received from the server and the app redirects the Operator to the Search Product page
• After a No selection, the current Stocktake information is not received from the server and the app redirects the Operator to the Search Product page

• Proceed and search for a desired Product by typing the Product name or by using the mobile Barcode Scanner option at the bottom of the screen
• Note: To Add a Barcode or search a product using a barcode, please refer to  this article
• Once the desired Product is selected, the Product Details page is opened
• Note: For more information on the Product Details page, please refer to  this article
• Proceed to add a quantity for the selected product in the 'Enter Qty' field within the Price Level card and click on the 'Add to Stocktake' button

• To add more Products to this Stocktake, click on the 'Back' option on the top left corner and repeat the above steps to add more Products
• To view all the Products added within the Stocktake, click on the 'List' button on the bottom which brings up a modal pop-up window displaying all the products within that Stocktake
• Note: To edit or delete an item, please refer to  this article
• The Products that have been added with their respective Quantities are displayed
• Click on Add to add more Products to the Stocktake
• Click on Done if you are satisfied with the items added
• Once the Operator clicks on Done, the app prompts with a Yes and No, Add More selection
• After a Yes selection, the Stocktake is sent to the Send to Server screen
• Navigate to the Send to Server screen and send the newly created Stocktake to the Server, i.e. BackOffice
• Note: For more information on Send to Server, please refer to  this article

Next Steps

• The newly created Stocktake can be found within 'Stock Control' -> 'IN-Stocktake' in BackOffice
• The Stocktake will need to be processed and updated from BackOffice to complete the Stocktake
• For more on how to process Stocktakes in BackOffice, please refer to  this article