1 | SmartPDE Enter Stocktake

This article covers a step-by-step guide to Entering Stocktake on SmartPDE.

This article covers a step-by-step guide to Entering Stocktake on SmartPDE.

Overview 

• This lesson provides a guide for entering a Stocktake via SmartPDE
• Entering Stocktake via SmartPDE will perform a Partial Stocktake if the Stocktake has not been already started in BackOffice

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Prerequisites 

N/A

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How-To Guide

• After selecting the Enter Stocktake button the system will prompt to select a Venue

          

• After selecting a Venue, the following message will appear

          

• To perform a Partial Stocktake, select NO
• To perform a Full Stocktake, select YES
• Always ensure that the Stocktake has been started for the desired Store
  
• After selecting Yes, another message will appear

           

• Select OK to proceed with the Stocktake
• Next, enter an Operator Number to proceed
  
• The Stocktake screen will display ready for counts to be entered  
  

Delete All

• This button will allow for deletion of all current Stocktake entries
  
• After selecting, a window with the message, 'You have selected to Delete all * Entries. Do you want to continue?' will appear

          

• Select Yes to Proceed or No to Cancel deletion
• After a Yes selection, a Manager's Operator Number will need to be entered to proceed with the deletion

         

         

• A window will confirm that a Manager Code has been entered
  
• Another window will prompt 'Done'

• Select OK to continue and return back to the main menu screen

    

Clear Item

• Selecting this button will allow for Clearing a line Item from the Stocktake
• To clear a line item, select a Product from the list and select the Clear Item button
  
• A window will appear to confirm that the item selected is going to be removed from the Stocktake

         

• Select YES to remove the item or select NO to cancel the removal of the item

• Notice that the Cleared item is in red
• The Product can be Un-Cleared by selecting Edit Item

     

Edit Item

• Selecting this button will allow for changing the Counted Amount entered of a Product
  
• To change a Counted Amount, highlight the desired Product and select the Edit Item button
• A window will appear to allow for changing the entered amount

 

• Enter the new amount and select OK

Search Product

• A Product can be manually added to the Transfer by selecting the Search Product button
• The system will prompt a Product Selection screen

               

• After selecting a Product Group from the Group column, a list will populate in the Name column

              

• Select a Product to continue with adding it to the Stocktake
• The system will prompt for entering a Quantity; enter an amount and select OK

Send & Exit

• Selecting the Send & Exit button will send all changes to the Server and exit the Stocktake screen
• A window will appear with a message, 'Do you want to transmit these *** entries to the Server Now?'
  

• Select YES to Continue or select NO to Cancel
• After selecting Yes, another window will appear with a Confirmation and Transaction ID number
• Select OK to continue and return back to the main menu screen