From the StockMate main menu, select Stocktakes.
On this screen the active field is Scan Barcode, you can scan your item or enter the barcode manually here.
If the item is found in the database then the description will be displayed. From here you can enter the stock count. Select the Save button to add the new record.
In the same screen you will also see your committed stock and the qty. It will also tell you when your last stock freeze was set.
Continue to scan as many items as is required. You do not have to scan all items at once and you can use other features on the StockMate before you upload the stocktake counts.
When you are ready to finalise your stocktake count, press View. You will be presented with a list of all items you have entered. You can also select what order you want the items entered into the system. Order by Entered options include; Entered, Item Code or Description.
If you find you have made an error, you may remove a single count by pressing the red X (cross) on the corresponding record. You will be prompted for confirmation.
Additionally, you may remove ALL counts by pressing the Delete All button. Again, you will be prompted for confirmation.
Once you are satisfied with your stocktake list, press the Submit All button. Confirm to submit, or cancel to go back.
The StockMate server will now commit these counts to ProfiitPlus/Alchemii, ready for processing.
Multiple stocktake submissions can be made from StockMate which will accumulate into the ProfiitPlus/Alchemii stocktake area.
In ProfiitPlus/Alchemii go to Stock and Purchasing | Stocktake | Read StockMate for Stock Counts | Process Counts from Stockmate.
You will see an entry for each StockMate file waiting to be processed. Highlight the file to be processed.
Select View to see the data from the selected file.
Select Remove Counts to remove any previous stocktake counts already queued in ProfiitPlus.
Select Go when ready to process the file.
Once processed the form will close. Continue with normal ProfiitPlus stocktake procedure.
Full stocktake user guide can be found under the Stock & Purchasing Articles in our Client Portal.
