/
2.0 Stock Take Session

Welcome to BigLedger Knowledge Center!

2.0 Stock Take Session

Owned by Ghada Amgad
2024-Nov-12
4 min read

Before starting a stock take, you can first create a stock device This is a one-time setup process.

To access the Stock Take Session, click on the first icon in the side menu bar. The main page is the Stock Session Listing, where users can:

  1. Create a New Stock Session

  2. Edit an existing ones

  3. Find any created sessions using the Advanced Search Filter

Stock-take-01.png

2.1 To Create a New Stock Session

  1. Click on the '+' button .

  2. Fill in the required details:

    • Session Name and Code: For example, if you want to create a stock session for June, you might name it STOCK - JUNE 2024.

    • Location: Choose the company location from the drop-down menu.

    • Status: Set the status to Open.

  3. The remaining fields, such as the Description, are optional.

  4. Click the 'CREATE' button.

 

2.1 To Create a New Stock Session

  1. Click on the '+' button .

  2. Fill in the required details:

    • Session Name and Code: For example, if you want to create a stock session for June, you might name it STOCK - JUNE 2024.

    • Location: Choose the company location from the drop-down menu.

    • Status: Set the status to Open.

  3. The remaining fields, such as the Description, are optional.

  4. Click the 'CREATE' button.

 

stock-take-02.png

A green success message will appear, indicating that the stock session has been successfully created. The newly created session will then be added to the Stock Session Listing for further management or edits

 

2.2 Assigning a Device

  1. Double-click on the stock session from the Stock Session Listing.

  2. Navigate to the Device tab.

  3. Select the created device for this stock session from the drop-down menu.

    or create a new device

  4. Click the 'SAVE'' button.

2.2 Assigning a Device

  1. Double-click on the stock session from the Stock Session Listing.

  2. Navigate to the Device tab.

  3. Select the created device for this stock session from the drop-down menu.

    or create a new device

  4. Click the 'SAVE'' button.

 

If you need to allocate multiple people/devices to work together on one stock session at the same time to speed up counting. Repeat the steps to assign additional devices

All assigned devices will be listed together in the stock session as shown below

 

2.3 Starting the Stock Take

There are multiple ways to begin a stock take and scan the barcode or serial number of an item.

Using the web version may not be the most user-friendly option due to difficulties in detecting barcodes. For a smoother experience, it is highly recommended to use the mobile app.

2.3.1 Manual Scanning of Items 

  1. Choose your stock take from the main listing page.

  2. Navigate to the Device tab.

  3. Select the device for this stock take.

  4. Go to the Record tab to begin adding items.

2.3.1 Manual Scanning of Items 

  1. Choose your stock take from the main listing page.

  2. Navigate to the Device tab.

  3. Select the device for this stock take.

  4. Go to the Record tab to begin adding items.

 

2.3.2 Filling in Item Details:

  • Serial Number Type:

    • Choose the appropriate scanner type from the dropdown menu.

    • Click on the 'SCAN' button.

  • Scan Code:

    • Manually type in the code of the item based on the serial type.

    • Alternatively, click on the search icon to add the item from a list.

  • UOM (Unit of Measure):

    • This field will be automatically filled based on the item scanned.

  • Quantity:

    • Adjust the quantity of the scanned item.

  • Remarks:

    • Optionally, add any relevant remarks about the item.

2.3.3 Saving the Record

  1. After filling in all the details, click 'ADD' to save the record.

  2. Items scanned and added will appear in the list below.

  3. If any changes are needed, simply click on the item, and an 'Edit Record Session' window will open. From there, the item can be removed or edited as needed, then click on the 'SAVE' button above

2.3.3 Saving the Record

  1. After filling in all the details, click 'ADD' to save the record.

  2. Items scanned and added will appear in the list below.

  3. If any changes are needed, simply click on the item, and an 'Edit Record Session' window will open. From there, the item can be removed or edited as needed, then click on the 'SAVE' button above

2.3.4 Scanning Additional Items

  • Once the first item is saved, repeat the same process to scan and add additional items.

2.3.4 Scanning Additional Items

  • Once the first item is saved, repeat the same process to scan and add additional items.

2.4 Records

In the Records tab, all entries are consolidated. This section compiles records from all sessions across different devices and users. Each record is displayed line by line.

For example, as shown in the screenshot below:

  • Under the device name 'My Device', 7 individual lines are displayed for the items scanned during the session.

  • Additionally, there are 4 lines displayed under 'Siti' and 1 line under 'Razer Fizi'.

 

Users can click on any of these records in the list to edit or remove them as needed.

Powered by: Bigledger Sdn Bhd