How to stock check a unit product
A quick way to check the stock on a single product
Written by Ian Oldrey
Updated at January 26th, 2023
Table of Contents
This video is based on checking a single item in the Demo system https://cloud2.ut400.net/
How to stock check a single product
- Find the product to check (global search, products search, basket, recents, timeline)
- In the product record click on the ‘Locations’ tab
- There are 3 buttons against each location
- Adjust - Apply a stock adjustment if you know the quantity to amend
- Count - Count this product now (this is what the video below is based on)
- Schedule - Add this product to a list to be counted at a later point in time
- In the Count Screen
- Enter the quantities counted
Are the quantities counted different to the computer stock?
Click on the ‘Approve’ tab and review each item
You can perform an number of actions to resolve each counted item
- Reject Count - send the item back to the original counter to be checked again
- Amend Count - enter your own figure for this item
- Approve Count - accept the amendment to the stock record for this item
Use the pencil icon to add a note/comment for this item
Once approved the item will move to the ‘Complete’ tab
This item will move to the ‘Complete’ tab and show “quantity as expected”
- Once all items are counted you can click ‘Submit’ to apply the adjustments
- A count will reset the Stock Confidence to 100% (Stock Confidence - what is it and how to use it)