Navigation: Dotypos Cloud > Item panel > Warehouses >

» Available only in Dotypos FULL and higher. «

In the item Warehouses » Stock taking you will find an overview of all stocktakings, sorted by date. The stocktaking determines the actual quantity in stock for each product.

Use the buttons to export the displayed transfers to an Excel table or .csv file. With the pop-up menu limit the overview to a selected warehouse. The details of a specific stocktaking (report on the stocktaking carried out, including the original quantity of goods before the stocktaking) can be displayed by clicking on the button Detail . Start the stocktaking by clicking on the button Stock take .

You can also carry out stock-taking directly in the touch cash register found in the Warehouse application. You can find more information in this chapter.

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How do I carry out stock-taking?

Click on the item Warehouses and then Stock taking. A dialog for stocktaking appears. There are 3 stocktaking options:

1.Stocktaking import

2.Complete stocktaking of all products

3.Partial stocktaking of products in selected categories

4.Partial stocktaking of products with selected tags.

First, from the upper menu select the warehouse for which to perform the stocktaking. Stocktaking can be performed either by importing the .csv file with information on quantities in stock of individual products, or else manually. Use the button to display importing options. To find out how to import stocktaking see this chapter.

You start a complete manual stocktaking with the buttonStart stock take . If you want to take stock of products only in selected categories, select the categories in categories and click on the relevant button . The same process applies to tags. First select the tags in the bottom part and then start taking stock.

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Carrying out a stock-take...

Once you tap the Start stock take button, a page will open with an overview of all or just the selected products. This depends on whether you selected a full or partial stock take in the previous step. In the overview, you can see the current stock quantity for each product. Always add a new quantity for each product, positive or negative, in the field. Simply use the TAB key to move to a new line in the next field. On the product overview page you will not find a search field either. You can search for products by name, EAN and PLU codes. You can add your own note to each stock take you perform. Changes to the stock taky are saved periodically, which is indicated by a floppy disk icon appearing in the header.

You will also find a button in the header to display the current status of the warehouse. If you do not press this button, you will perform a so-called blind stock take. The display of the current stock status can of course be disabled for certain users via user rights.

The button is used to print the stock take page. Click on the button to open the advanced options with the buttons to set all stock to zero or to create an stock take with the current stock (Copy warehouse state button). These operations are useful to perform if you are going to transfer Dotypos to a new POS device, for example after a cash register claim. This way only the current stock data will be transferred to the new cash register and the data transfer (cash register replacement) will be faster.

When you have added the quantity to all products, tap on the Execute stock take button at the bottom of the page under the product overview, this will save the new stock quantity and the stock take is complete. You can cancel the stock take in progress by clicking . If you need to complete the stock take later, save the current stock take status by clicking , which also completes the stock take.

Saved stocktakings

If you do not finish the stocktake, close the browser by mistake or click anywhere else, the last stocktake status will be saved automatically. Saved stocktakings can be found on the initial page of stocktakings. To continue just click on the saved stocktake and you can go on. The new amounts in stock will not be written until the saved stocktake is fully completed.

The stocktaking in process is saved locally into your computer. So the saved stocktakings are available only at the device (computer and browser), from which the user was logged into Dotypos Cloud and was working on the stocktaking. Once you clear the cache in the browser, the stocktakings in process will be no longer available.

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Purchase and sales price differential

The page with an overview of products for stocktaking displays the purchase price differential (PP differential). This price is calculated by adding the actual quantities in stock for the specific product and its purchase prices. The sale price differential (SP differential) is similarly calculated by adding products in stock and their sale prices.

Example:

1.You buy 100 of a product at a purchase price 10 EUR each.

2.Two days later there are 50 of the product left in the warehouse at purchase price of 10 EUR each.

3.The next day you buy 10 of the same product at 5 EUR per piece.

This means the displayed purchase price differential for this product will be:

(50 x 10) + (10 x 5) = 550: 60 = EUR 9.1

Sales price difference

In the overview of products for stocktaking, depending on the entered warehouse status you can also see the calculated sales price differences (SP financial differential) based on the preceding stocktaking balance, calculated Write-Off and stock in. The sales price difference is calculated using this formula:

(Warehouse status found by the previous stock-taking - Current warehouse status - Write-offs + Stock ins) * Item sales price, VAT exclusive.

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