Create Stock Checks

Modified on Wed, 15 Jan at 9:28 AM

Stock check is an essential process to ensure accurate inventory management. It involves verifying the physical count of items in stock against the inventory records in your system. This article provides a step-by-step guide on how to create a stock check.

Things to Know:

You can easily organize your stock checks in ascending or descending order by clicking on the headers of the Product, Brand, Category, Retail/Back Bar, or Expected columns.
You can filter stock checks to suit your specific needs by selecting categories and brands. This enables you to narrow your search and view stock levels for items within particular product categories or associated with specific brands, streamlining inventory management and improving focus.

To create a stock check:

Navigate to POS > Inventory
Select Stock Checks on the left panel
Click the New Stock Check button in the upper right corner
Enter the relevant information
- Location - The location associated with the stock check
- Stock Check Name - The name of the stock check. This field is required.
- Stock Check ID - If left blank, the system will auto-generate one
- Start and End Time - The date and time the stock check should begin and complete. Start time is required.
- Assigned To - The name of the staff members the stock check is assigned to. You can select all staff or specific staff members. This field is required.
- Count By - Product Category or Brand
- Select Categories - Should stock check include retail and back bar products? This field is required.
Once all the relevant information is entered, select the Next button
The Stock Check will be created and displayed in the list. From here you can see the following information:

Stock Check Information	Description
Start Time	Date and time the stock check should begin
Stock Check #	The unique number for the stock check. This can be auto-generated or you can create your own.
Name	Name of the stock check
Due Time	Date and time the stock check should be completed by
Created By	The name of the staff member who created the stock check
Status	The status of the stock check: Ready to Start- The stock check is set up and awaiting the start of the inventory count. No action has been taken yet. In Progress- The stock check is actively being conducted, with items being counted and updated. Scheduled- The stock check is planned for a future date but has not yet begun. Completed- The stock check is finished, and all inventory counts and adjustments have been finalized. Past Due- The stock check was scheduled for a specific time but has not yet been completed, and the deadline has passed.

For more information, contact support@mytime.com.

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