Stock Take

Reviewing the level of Stock items in Stock Locations is an integral part of maintaining an efficient Stock system. If the level of Stock is not accurately reflected, items may not be reordered and will not be available when needed.

Modules > Stores > Stock Take

The link will open the Stock Take grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Stock Take click New , to edit an existing Stock Take click Edit . A pop up window will appear which will allow the creation or amendment of a Stock Take.

ClosedClick to view - Stock Take Fields and Descriptions

Complete the fields and click Save . Once the Stock Take header has been completed and saved a sub navigation will appear to allow additional entities to be completed.

These include:

  • Stock Take Results

Manually adding Stock to the Stock Take (this button has been superseded by the Assign Stock function in version 5.7.0.0 below)

If particular Stock items are to be counted they can be added manually to the Stock Take.

Modules > Stores > Stock Take

Click New , from the drop down select the Stock item to be added to the Stock Take.

From the drop downs select the required Stock and click Save and Close .

Assigning Stock to the Stock Take

Available from 5.7.0.0

An assignment option, suitable for bulk assignment of Stock Items to a Stock Take, has been added to replace the manual single item method above.

Clicking the assignment toolbar button will open an assignment window containing values from the Stock table, use the search field and/or column filters to target the Stock Items required for the Stock Take:

  • The left hand side of the assignment window will show all Stock Items visible to the user that are not already allocated to the current Stock Take

  • The right hand side of the assignment window will show all Stock Items already assigned to the current Stock Take

Note: As per standard system behaviour, the user will only be able to see Stock Items that are in Stock Locations allocated to the user's Account.

Modules > Stores > Stock Take

Click Assign Stock to open an assignment window in order to add or remove Stock Items to the Stock Take.

Using the Stock Wizard

MRI Evolution can randomly generate Stock to be counted according to criteria set by the User.

Modules > Stores > Stock Take

Click Random Stock Wizard , Enter the percentage of Stock to be counted and a date range.

Note: Random selections will not be taken from any stores that have had a Stock take completed within the given date range.

The wizard will ask a variety of questions to dictate where the Stock to be counted is generated from, complete the wizard.

Raising a Task to complete the Stock Take

Once the Stock has been added to the Stock Take a Task can be generated for a Resource to complete.

Click Create Task , MRI Evolution will generate a breakdown Task to be assigned.

Printing the Stock Take

The Stock Take can be printed so the Resource completed can manually record the results.

Click Stock Take Docket .

Stock Take Results

Once the Stock Take is completed, the results need to be recorded in the Stores Module so that adjustments can be made to reflect any discrepancies identified.

The Stock Take results are recorded in the Stock Take Results area of the Stock Take window. This window is automatically populated with the Stock items being reviewed and the quantities currently recorded in MRI Evolution.

Modules > Stores > Stock Take - Stock Take Results

The link will open the Stock Take Results, enter the updated results in the Updated Qty fields. Once completed click Update , MRI Evolution will update the Stock register with the new results.