Inventory journal (for stock audit/recount)
In mStock, the procedure to count stock for the purpose of stock audit or recount is the same.
Select a journal. Optionally, you can also create an inventory journal.
Understanding Inventory journal
Lines | Lines refer to the number of stock items in a journal. | |
Date | The date shown along with each journal, is the journal creation date. |
Journal status
Open | Indicates stock counting is pending or in progress for one or more locations of that journal. |
Completed | Indicates stock counting is completed for all the locations of that journal. |
Select an inventory journal
From the list of journals on the Inventory journal screen, select the journal for which you want to audit or recount stock.
You can either select from the journals that are synced from Recreatex or create a new inventory journal.
Note
For a description of the journal screen, refer Journal components and Journal status.
Create an inventory journal
When you open the inventory journal for the first time, you will see journals that have been created in Recreatex. However, if you wish to create a new journal, you can do so from mStock. The created journals sync automatically with Recreatex.
Creating a journal involves the following steps:
Warning
Once a journal is created, details such as the journal name, description and creation date cannot be edited from mStock. Moreover, it is not possible to delete a journal from mStock.
Enter journal details
Select a Inventory journalon the Home screen. Next, tap the add journal button in the bottom right corner of the screen.
In the resulting pop-up, enter the details to create a journal. Thereafter, tap Create.
Note
You will be able to consult the journal name and journal creation date in both, mStock and Recreatex. However, the description text will only be visualized in Recreatex.
Link warehouse with the journal
Select the warehouse which you wish to link with the journal.
Thereafter, select a location in the warehouse.
Note that the number corresponding to a location refers to the number of items in that location.
On the resulting screen, you will be able to consult the linked location. To add more locations, tap in the bottom right corner of the Select location screen.
Now, on the Inventory journal screen, you will see the created journal.
Important to know:
If a location has already been selected, you will not be able to deselect it.
It is possible to add more warehouse to the journal even after the journal is created.
It is not possible to delete a journal from mStock.
Select location
Select a location from the list of locations.
It is possible to select a location in any of the following ways:
Scan the QR code of the location for which you wish to audit or recount stock. To scan using the device, tap on the right of the input field. This will initiate QR code scanning. Now, point the device camera at the QR code of the item.
You can also use your device's built-in scanner to scan the location barcode.
Tap the desired location, which is nested in the corresponding warehouse
Enter the location barcode manually.
You can also add a location, if required. For a detailed description, refer Linking warehouse and location with the journal
Note
On the Select location screen, it is possible to filter locations for which stock count is either open (pending/in-progress) or completed. See further , Filter locations
Filter locations
It is possible to filter locations by their progress status.
To do so, tap Open or Completed at the bottom of the Select location screen.
To disable the filter, tap again on the enabled filter (Open/Completed).
The digit in the filter buttons indicates the number of locations currently in that status.
Update stock count
On the location screen, scan the item barcode to update the stock count in mStock.
Note
Depending on the Recreatex parameter Propose quantity counted, the input box will be pre-filled with the system stock quantity. See further, Display of system stock
System stock quantity is the current quantity of an item in Recreatex.
You can update item quantity in any one or combination of the following methods:
Manually enter the item barcode.
Manually enter the item quantity, by tapping on the input box and filling in the item quantity.
Adjust the item quantity using the + and - buttons on the sides of the input box.
Scan the item QR code using the device camera. Tap on the right of the input field. This will initiate QR code scanning. Now, point the device camera at the QR code of the item.
You can also use your device's built-in scanner to scan the item barcode.
Search item
Tap on the search icon in the top panel.
On the resulting screen, enter the item name in the search bar.
Note
The search result will contain only those items which are linked with the selected location in Recreatex.
Consult item details
Tap an item to consult its details.
Submit count
After you have completed scanning the items, tap Complete at the bottom of the Articles screen.
Alternatively, you can scan the location barcode, which will work the same as tapping the Complete button.
Next, the user will be navigated to the Summary screen, which contains an overview of the stock count performed for the current location.
To submit the stock count to Recreatex, tap Submit at the bottom of the Summary screen.
Alternatively, you can scan the location barcode, which will work the same as tapping Submit. However, to do so, your device should have an in-built scanner.
Resultantly, the location will show as completed on the Select location screen.
Close the journal
When all the locations in a journal are completed, the user will be able to close the journal and the stock count will be updated in Recreatex.