Stock Take

ROBOTILL will keep track of your stock levels as you receive and sell stock. These levels however sometimes needs to be adjusted as actual stock levels might be different due to things like theft or stock that were discarded without using the Discard Stock option.

There are two ways in ROBOTILL to do a stock take - either entering values in a list (grid) or by scanning items and entering the quantity for each item scanned.

Stock Take - List Option

In Manager, go to 'Products and Stock' > Stock Take > Stock Take (List).

Stock Take
  1. You can filter your stock to quickly get to the items that you are counting.
  2. The list can be printed or exported to CSV format (Excel) if you want to use a paper list for counting the stock. The CSV export option is useful if you want to do additional formatting to the list for example to remove the current stock quantities (to prevent employees from just entering the same values).
  3. The counted values can be entered in the grid.
  4. The stock quantities can be updated. You can then enter a new filter to continue with the next section of stock.

Note: You can choose to update normal items and sub items or compound items. You only need to update one or the other and not both as compound item stock levels are calculated from sub items. If a compound item is changed the sub items are calculated from the compound quantities.

Stock Take - Scan Option

In Manager, go to 'Products and Stock' > Stock Take > Stock Take (Scan).

Scan for stock take

This option allows you to scan an item and then enter the counted quantity. To speed up the process you can just scan, enter the amount (the count box will have focus) and press ENTER - no need to press the update button.

Counted Variances

Any differences between the counted stock and the expected stock quantities will be logged. The stock on hand will be updated to the new counted value. To get a report of stock take variances go to Reports > Stock > Stock Take Adjustments.