Stocktake list

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Stocktake list

Navigation:  Dotypos Cloud > Item panel > Warehouses >

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» Available only in Dotypos FULL and higher. «

 

In the item Warehouses » Stock taking you will find an overview of all stocktakings, sorted by date. The stocktaking determines the actual quantity in stock for each product.

Use the buttons 01 to export the displayed transfers to an Excel table or .csv file. With the pop-up menu 03 limit the overview to a selected warehouse. The details of a specific stocktaking (report of the performed stocktaking) can be displayed by clicking on the button Details 04. Start the stocktaking by clicking on the button Stock take 02.

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You can also carry out stock-taking directly in the touch cash register found in the Warehouse application. You can find more information in this chapter.

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How do I carry out stock-taking?

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Click on the item Warehouses and then Stock taking. A dialog for stocktaking appears. There are 3 stocktaking options:

1.Stocktaking import

2.Complete stocktaking of all products

3.Partial stocktaking of products in selected categories

4.Partial stocktaking of products with selected tags.

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First, from the upper menu select the warehouse for which to perform the stocktaking. Stocktaking can be performed either by importing the .csv file with information on quantities in stock of individual products, or else manually. Use the button 01 to display importing options. To find out how to import stocktaking see this chapter.

You start a complete manual stocktaking with the buttonStart stock take 02. If you want to take stock of products only in selected categories, select the categories in 03 categories and click on the relevant button 04. The same process applies to tags. First select the tags in the bottom part and then start taking stock.

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Carrying out a stocktake...

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As soon as you click on the button Start stock take, a page with an overview of all or selected products will appear. It depends on whether you selected a complete or partial stocktake in the preceding step. The overview shows the actual amount in stock for each product. Use the field 01 to add the new quantity for each product to it. Get to the next field on the next line simply using the key TAB. The product overview page shows you the field for searching. You can search products by name, EAN or PLU codes. You can add your own note to any performed stocktaking.

In the header please find the button 02 for printing the page with the stocktaking. Click the button 03 to open advanced options with buttons 04 for setting all amounts in stock to zero, or to create a stocktake with the current quantities in stock (button Copy warehouse state). These operations are convenient if you are going to transfer Dotypos to a new cash register device, e.g. after being supplied with a replacement cash register. Only the current warehouse data will be transferred to the new cash register and the data transfer (cash register replacement) will be faster.

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When you have entered quantities for all products, click on the button Finish stock take 05 in the bottom part of the page under the overview of products to save the new quantities in stock and complete the stocktaking. The unfinished stocktaking can be canceled using the button 06.

 

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If you do not finish the stocktake, close the browser by mistake or click anywhere else, the last stocktake status will be saved automatically. Saved stocktakings can be found on the initial page of stocktakings. To continue just click on the saved stocktake and you can go on. The new amounts in stock will not be written until the saved stocktake is fully completed.

The stocktaking in process is saved locally into your computer. So the saved stocktakings are available only at the device (computer and browser), from which the user was logged into Dotypos Cloud and was working on the stocktaking. Once you clear the cache in the browser, the stocktakings in process will be no longer available.

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Purchase and sales price differential

The page with an overview of products for stocktaking displays the purchase price differential (PP differential). This price is calculated by adding the actual quantities in stock for the specific product and its purchase prices. The sale price differential (SP differential) is similarly calculated by adding products in stock and their sale prices.

Example:

1.You buy 100 of a product at a purchase price CZK 10 each.

2.Two days later there are 50 of the product left in the warehouse at purchase price of CZK 10 each.

3.The next day you buy 10 of the same product at CZK 5 per piece.

This means the displayed purchase price differential for this product will be:

(50 x 10) + (10 x 5) = 550: 60 = CZK 9.1

 

Sales price difference

In the overview of products for stocktaking, depending on the entered warehouse status you can also see the calculated sales price differences (SP financial differential) based on the preceding stocktaking balance, calculated write-off and stock in. The sales price difference is calculated using this formula:

(Warehouse status found by the previous stock-taking - Current warehouse status - Write-offs + Stock ins) * Item sales price, VAT exclusive.

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