Inventory Stocktake
- Shonal Singh
Stocktake can be done when required. In BUZ, you can use Inventory Stocktake to check what quantities of products you should currently have. BUZ uses this information along with your product setup to determine what you should order via the Re-order function in Purchase Orders.
-At least 1 stocktake must be done for the Stock Re-order function to work.
-Bill of Materials (BOM) must be created for stock to automatically deduct from stock. If BOM is not active, you can still manually do a stocktake for the stock re-order function to work.
How to:
Step 1: Download our inventory "Stocktake template file (Select Inventory Groups to Export)"
Start by downloading our inventory stocktake template file. This file gives you a good base to start with that you can modify to fit your requirements. Go to:
Settings > Inventory Items > Stocktake > Download Stocktake Template file (Select Inventory Groups to Export)
-Select the Inventory Group from the Available Options window you’d like to do stocktake for (you can select multiple groups by holding down the Shift or Crtl (Cmd on a Mac) keys on your keyboard).
-Next select a Branch (Note: you can only select 1 branch at a time). If you have setup different branches it will show here otherwise the options will be (Not Selected) and Head Office. DO NOT use the (Not Selected) option for your first stocktake.
Click Download Template and open the downloaded excel file.
Step 2: Modify the template
Image ID | Can be edited? | Function |
1 | NO | Displays the branch code and branch description |
2 | NO | Shows the total count of Qty Count |
3 | NO | Shows the total count of Qty Stocktake |
4 | NO | Shows the total value of Qty Count |
5 | NO | Shows the total discrepancy value between Qty Count and Qty Stocktake |
6 | NO | Pkid column. Leave blank |
7 | NO | Lists the Inventory Code |
8 | NO | Lists the Inventory Description |
9 | YES | Enter the stocktake date |
10 | YES | Enter a stocktake reference. This MUST be a number only. E.g 1, 2, or the date as a string e.g. 06092024 |
11 | YES | Enter the quantity counted |
12 | YES | If the item goes by weight, enter the weight of the item in grams, e.g. 1.5kg will be 1500 |
13 | NO | This will display what BUZ thinks you should have in stock based off invoiced orders. |
14 | YES | This will display the unit cost as setup when creating the inventory item. This can be edited here. |
15 | YES | Location of the stock in your office/warehouse etc |
16 | NO | This will show the dollar value of counted stock |
17 | NO | This will show the dollar value of Qty Count minus Qty Stocktake |
18 | YES | Enter A to add stocktake to BUZ |
Key in the:
Date - Date this stocktake was taken
Stocktake Ref No - Reference for the stocktake - numbers only, no special characters
Qty Count - Stock count currently in your warehouse/factory/office
Qty Weight - (if required) total weight of stock currently in your warehouse/factory/office
Location Code - (if required) location of where the stock is kept
Operation - “A” to add
Example:
Step 3: Upload to BUZ
Click Select file. Find the find and open.
Click Upload
Select Inventory Stocktake
Click Import