Enter Stocktake

Press the <PREPARE STOCKTAKE> button to record a "snapshot" of the current system figures. These figures are used to compare the stocktake count against
"Subtracting current credit claims from Quantity at Stocktake" is used when credit claims are pending.
"Subtract current shift sales from Quantity at Stocktake" if the stock count has occurred after a trade period but BEFORE and End of Shift has been processed
"Subtract current consignments from Quantity at Stocktake" to account for any current consignment orders in the system which have not yet been received
<RE-PREPARE STOCKTAKE> can be used when the stocktake has already been prepared and an invoice or transfer has been missed but should be included in the stocktake
Remember! If counting stock in the evening after trade, allow End of Shift to run before preparing the Stocktake.

Select the PDE option and press <ENTER STOCKTAKE>
A PDE Import window appears to select the PDE TYPE
Click on the folder icon to browse to the location of the PDE file (usually C:\Program Files\H&L\Sysnet)
Press OPEN for all scanned items to be verified
A message will appear upon completion showing the location of the error log file
Press <OK> and "PDE file read complete" should appear
Click HERE to see how to fix download errors

Stocktake Adjustments

If an error is identified, press the <ENTER STOCKTAKE> button again and LIST ALL ITEMS
Change the incorrect figures accordingly
Press <OK> to update the count
Review the Stocktake Variance report again for any further variances
Repeat as many times as required until the full count has been confirmed as true and any variances present must be accepted as such

Choose the relevant report option
Press <PROCESS STOCKTAKE>
The system figures will be updated accordingly
Print the Process Stocktake report for analysis and attach to stocktake count sheets if required
Click here for more hints!

Enter Stocktake - PDE