Using the informal ‘Rolling’ stock take, you can set the amount counted of an individual item at that given point in time, and it posts instantly – meaning you can continue to trade as any items sold will deduct from stock correctly at the point they are sold. There is no ‘open and close’, you just stock take items as and when. CAUTION – when using this process, you are saying there are x in stock at that given point in time. So if you have stock in different areas of a given location, you need to count them all before entering the number, it is a fixed point in time, not a cumulative entry – i.e. if you say ‘I have 6 of these’, and then find another 3, and say ‘I have 3 of these’, the system will take 3 as your answer. You would have to say ‘I have 9’ to make it so. Because of this, you can continue trading whilst stock taking, as in the example above, if you say ‘I have 9’, and then 2 are sold, the system will correctly then say that you have 7.
In tengoPOS, type \\RSTT and hit enter (you’ll need to be an administrator to launch a stock take).
Simply scan the product’s barcode or type the PLU and hit enter, the system moves to the ‘Count’ box, type the quantity you have (there’s an on-screen number keypad for tablets), and hit ‘Post’. The system will have adjusted the value in stock at that precise time. The list of items you’ve counted appears underneath for reference until you hit ‘Close’.
Please note – the ‘Location’ box will default to your current location, and shouldn’t be changed unless you have moved your machine to a different stock location.
