Stock taking guide

Modified on Fri, 17 Feb, 2023 at 6:16 PM

This is a step-by-step guide that walks you through the process of stock taking in Prime:  

  1. From Inventory section, go to Stock counts:

  2. From the location dropdown, select the location at which you'll be "stock taking":

  3. Click on the + New Stock Count: 

  4. Select Location and Date Time when you want to start stock taking:

    It is worth noting that, the system will be doing all calculations and variances based on the expected stock at the “Stock Take time”.

  5. Click on Create Stock Count and proceed.

  6. This will create a new entry, with status is `counting`, click the entry number and dive into the detail view — where you'll be logging your data.

  7. Inside Stock Count Line, click Add Products

  8. Use the search field to lookup products and enter them as line items:

  9. Go on doing that, until you've added all the product that you'll counting.

    If an entry is selected by mistake and needs to be dropped then, click the delete button to get rid of them.
  10. Once done, click on Save Changes

  11. Start counting, enter the counted values under the Counted column:

    Enter values for all the line items, then click the Save Counts button

    Alternatively, you can also do this through a CSV sheet:

    Click on Update with CSV button:

    Download the stock count as a CSV, update the values and upload the CSV sheet:

  12. Once, all the data has been entered into the system. Click on Send for Review button

  13. The reviewer would be able see the counted stock values. Clicking the Approve Stock Count button, he/she can approve it.

  14. That's all your Stock Taking is completed.

    From the three-dot-button select the download pdf option to get the report of this stock count:

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article