Stocktake FAQ's: Reporting & Wrong Counted Items

This article will cover how to:

• Run a report on scanned items
• Deal with wrong-counted items

Can I run a report on scanned items?

1.) Click -> Stocktake -> SmartStocktake.

2.) Select the appropriate stocktake from the Stocktake list or create new stocktake.

3.) Click the icon to load the Reports and Management page.

The main information area will allow you to filter the active stocktake by:

a.) Keyword (to lookup a specific title or titles).

b.) Copy Status.

c.) Stocktake Count Status.

d.) A combination of the above.
4. Using Filter will allow you to view specific data, select what you want viewed then click .

5. These reports can be exported by clicking either PRINT, CSV or EXCEL. Note that PRINT can only show up to and print 1000 results and you must export to CSV or EXCEL to print more results. 

Why are items coming up as wrong counted?

NOTE: You cannot edit wrong-counted items if your stocktake has been closed.

Editing the wrong-counted items in your stocktake requires you to run a report with the Stocktake module & use that report to make your changes. 

Go to Function menu  and launch the SmartStocktake module via Stocktake > SmartStocktake. 

In the Stocktake module, select the Report icon. 

This will re-direct you to the reports module within Stocktake. This is where you can run reports on the different aspects of your Stocktake. To view the items that have been counted wrong, you will need to adjust the report filter to Wrong Counted & select the Refresh icon. This will display all items that the system has identified as incorrectly counted. 

You can make adjustments to these wrong-counted items simply by selecting the item. This will trigger an additional window where you can make adjustments to your counted item.