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

You can start the inventory of only selected products by clicking on the CONTINUE button (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 . 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 .

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 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 . For the procedure of importing the inventory, see this chapter.

The inventory can also be backdated. Simply select the date 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.

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 field. Simply use the TAB key to move to a new line in the next field.

Products can be added to the inventory by entering their name, EAN / PLU code or by using the reader icon in the footer .

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 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 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. Click on the gear icon to select to show / hide columns in the report.

By clicking on the beak 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 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.

Click on the column name to activate the sorting of the products in the report according to this column.

When you have completed the quantities for all products, tap the CONTINUE button (picture above) at the bottom of the page to get to the recap. Remove a product that you do not need to adjust the stock quantity from inventory. Alternatively, confirm the automatic removal of products without change of quantity when switching to the recap.

If you need to add more products to your inventory, use the options at the bottom of the page.

In the next step, save the new stock quantity using the COMPLETE button 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 , which also closes the inventory. The completed inventory is displayed on the inventory overview page.

If a product is part of an open (parked) order, the icon will be displayed next to it, which will show the current number of open orders for that product when you hover over it. You need to remember that after closing these parked orders the stock of products will decrease even further. We therefore recommend that you pay and close all open orders before completing the inventory.