How to Complete Stock Take in POS
By reading this document, you will learn how to perform stock take operations through the POS system.
Stock Take
Open POSTap Inventory.
Tap the Stock Take tabTap Add to create a new stock take record.
Enter the Stock Take Overview page,tap + My Stock Take.
Tap for the product
Enter product name / SKU number
Select the product
Tap Add.
Enter My Stock Take Quantity Tap Upload Stock Take Record.
Tap “!” to view Not Stock Taken products.
Tap the History icon to view the stock take record of the product.
If there is a difference between Current Qty and Actual Qty, select the Difference Type, enter Remarks if neededTap Process at the bottom.
Tap My Uploaded Stock Take at the top right to view the device’s stock take records.
After tapping Process, four operation types for inventory differences appear at the bottom: Stock Out, Stock Transfer, Discard Now, and Confirm Only.
Stock Out
Tap Stock OutSelect Create Delivery Order or Stock Out Now.
Both will issue the inventory difference goods. Create Delivery Order creates a pending delivery order. Stock Out Now creates and confirms the delivery order at the same time.
Stock Transfer
Stock transfer moves inventory from one location to another.
Tap Stock TransferSelect Create Delivery Order or Stock Out Now.
Both will transfer the inventory difference goods. Create Delivery Order creates a pending delivery order. Stock Out Now creates and confirms the delivery order at the same time.
After tapping Create Delivery Order or Stock Out Now, select the Transfer To locationTap Confirm.
Discard Now
Used for spoiled, damaged, or defective inventory requiring immediate disposal.
Tap Discard Now to complete the operation.
Confirm Only
Only confirm the difference without further action.
Tap Confirm Only to complete the operation.
After stock take, return to the Stock Take tabAfter stock take, return to the Stock Take tab
Tap Complete to finish the stock take process.