Stock take
The stocktake process has three main parts:
Creation
Click +Add stock take to start a new stocktake. Enter a name or description of the stocktake e.g. cyclic weekly mobile phones.
To add products, you can manually search, enter, or scan the Sku item, or click Products to bring up a list of all products with filtering options.
The status of a newly created stocktake is auto-set as Draft. At this stage, you can print a hard copy of the stock count list to prepare for counting. You can also download the entire list as a spreadsheet so you can easily input stock counts and perform functions like summing, filtering, or searching.
Start counting and record counts
Click Start counting to begin. At this stage, you can perform any of the following functions:
- Input the item counts
- Print item differences between the actual count versus the system's inventory on hand
- Download or upload the counting spreadsheet that was previously exported
Click here to download the stocktake quantities data template
- Add more or remove products from the stocktake
- Enter notes
- Cancel the stocktake
Finish and complete
Click Finish & complete once you've finished your stocktake - this is the final action of the stocktake process. The following actions occur in order:
- Any differences between the actual count versus the system's inventory on hand are posted.
- The stocktake status is Completed.
- A stocktake differences report is generated.
Items that haven't been entered with a counted quantity will not be posted.
Initial transfer of the quantities from another system
Here's how to transfer quantities from another system into Qblue:
- Ensure your products have the right unit costs in the Last buy price field.
- Create a stocktake and add products to it.
- Download the data into a spreadsheet.
- Populate the actual quantity count into column E.
- Save the file, then re-upload the same file back into the system
After posting the stocktake, these quantities will be uploaded. You can view the cost value of these products from Reports > Inventory levels.
