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.
| Task Id |
Auto generated if a Task is raised to complete the Stock Take. |
| Date |
Auto populated with the date the Stock Take was raised this can be manually altered if required. |
| Details |
Enter details of the Stock Take. |
| Contract |
From the drop down select the Contract. |
| Issued By |
Free text field for who issued the Stock Take. |
| Cost Centre |
From the drop down select the Cost Centre. |
| Cost Code |
From the drop down select the Cost Code. |
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:
Manually adding Stock to the Stock Take
Click to view more detail.
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 
.
Using the Stock Wizard
Click to view more detail.
Concept 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
Click to view more detail.)
Once the stock has been added to the Stock Take a Task can be generated for a Resource to complete.
Click Create Task 
, Concept Evolution will generate a breakdown Task to be assigned.
Printing the Stock Take
Click to view more detail.
The stock Take can be printed so the Resource completed can manually record the results.
Click Stock Take Docket 
.
Stock Take Results
Click to view more detail.
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 Concept 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 
, Concept Evolution will update the Stock register with the new results.
