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» Available only in Dotypos FULL and higher. «

 

On the tab Warehouses » Stock taking you will find an overview of all inventories (in progress and completed) sorted by date. By inventory we mean the determination of the current stock (quantity in stock) for each product.

Click 01 to start a new inventory. Use the menus 02 to limit the overview of completed or in-progress inventories to only selected parameters. For a completed inventory, use the DETAIL button 03 to display its details, i.e. the report from the inventory, including the original quantity of goods before the inventory. Open the incomplete inventory with the CONTINUE button and you can complete it. It can also be deleted, of course.

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

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Inventory options

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On the Stock taking tab, use the + NEW STOCK TAKING button to start a new inventory. The page for taking an inventory will be displayed. Here you have 4 options how to perform it:

1.Inventory only selected products

2.Complete inventory of all products

3.Partial inventory of products in selected categories or with selected tags

4.Import inventory

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You can start the inventory of only selected products by clicking on the CONTINUE button01 (see picture above) and selecting the warehouse for which you are taking inventory. In case you are using only one warehouse, the dialog for selecting the warehouse will not be displayed. In the next step you will then add products to the inventory.

To start a complete manual inventory, click on the COMPLETE STOCK TAKE button 02. In this case, all products will be displayed after the warehouse has been selected.

If you only want to do the product Inventory in selected categories or with specific tags, use the buttons 03.

You can also import the inventory by importing a .csv file with information about the stock quantity of each product. To select the file to import, click on 04 or drag and drop it in from the file explorer. To download a sample file that you can add your own products to, click on the arrow icon under 04. For the procedure of importing the inventory, see this chapter.

The inventory can also be backdated. Simply select the date 05 before running a specific inventory. However, backward inventory is only possible for products for which there is no newer inventory than the date you have just entered.

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We take inventory...

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Once you start the selected inventory, a page will open with an overview of all or only selected products or a blank page. This depends on whether you selected a full or partial inventory 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 01 field. Simply use the TAB key to move to a new line in the next field.

On the product overview page you will also find a search box. You can search for products in the inventory by their name, EAN and PLU code. Changes to the inventory are saved in real time, which is indicated by the floppy disk icon appearing in the header.

In the header you will also find a button 02 to hide / display the current stock status. Without the warehouse status displayed, you will perform a so-called blind inventory. The display of the current warehouse status can of course be disabled for certain users via user rights.

Click on the menu icon 03 to open advanced options to set all stock to zero or to create an inventory with the current stock (Copy warehouse state button). These operations should be done for a complete inventory if you are going to transfer Dotypos to a new 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.

By clicking on the beak 04 for each product, you can add an already created stock packaging of the product to the inventory or create a new one. However, you cannot create an inventory for a product with multiple stock pack types. Click on the product name to go to its properties.

In this step, you can use the printer icon 06 to print a list of goods to be inventoried without the stock quantity filled in and hand it over to employees for replenishment, for example. You can then complete the inventory later. You can save the current status using the button with the diskette icon, which also closes the inventory. Incomplete inventory is displayed on the inventory page in the overview.

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When you have completed the quantities for all products, tap the CONTINUE button05 at the bottom of the page to get to the recap. If you need to add more products to your inventory, use the options at the bottom of the page.

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In the next step, save the new stock quantity using the COMPLETE button 07 and the inventory is complete. If you need to complete the inventory later, save the current status using the button with the floppy disk icon in the header 08, which also closes the inventory. The completed inventory is displayed on the inventory overview page.

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Elaborate inventory
If you do not complete the inventory, or if you accidentally close the browser or tap elsewhere, the last inventory status is automatically saved. You can then find the saved inventory in an overview on the inventory page. To continue, just click on the saved inventory and you can continue. The new inventory status is only written after the saved inventory is complete. The processed inventory is stored in your Dotypos cloud. Saved inventory is therefore accessible from any device on which you log into this cloud.

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Adding more products to the work in progress inventory

At the bottom of the work-in-progress inventory screen you will find options to add additional products. Products can be added by searching for them based on their name and EAN/PLU code. You can also add all products from a selected category or all products with a specific tags. Use the button 02 in the bottom right corner of the page to add a product to the inventory simply by scanning the barcode with a scanner. Assuming that the corresponding product actually exists. The number of times the barcode is scanned is the number of items added to the inventory.

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Click on the Select Product menu in the 01 section to open the menu for searching and manually adding products. Click directly on the found product to add it to the inventory and close the dialog. To add multiple products, search for them and then use the + button next to each product to add them. This will not close the dialog and multiple products can be added to the inventory at once.

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For the barcode reader connected to your computer to work properly, set the keyboard layout to English. Otherwise, after scanning the code, the accented characters that correspond to the top row of number keys on the standard keyboard will be displayed.

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This manual is for information purposes only and does not provide any warranty. The given specifications may be changed without prior notification. Illustrations and schemes are for information purposes only. The appearance and functions of both the device and software may differ based on the current version of the product and applications.

Created with from Dotypos. ©2024 Dotykačka ČR s.r.o.

  

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