Create new stocktake

Create new stocktake

Create new stocktake

Stocktakes should be conducted at least monthly and as close as possible to the CHEP or Loscam close off dates.  Irrespective of this, PalletWatch will display an adjusted count to bring it in line with the invoice date so you can count CHEP and Loscam on the same date.   If there are more than 1 or 2 days difference then try to count CHEP and Loscam as close as possible to their close off dates.  This may not always be practical. 

PalletWatch assumes that the count is done at the end of the day.  If you count first thing in the morning then please enter the date as the day before.

To create a new stocktake please do the following:
  1. Go to Data and then Stocktakes.
  2. Click on the Create New Stocktake button.
  3. Add the stocktake count details.  If you have no equipment to count then you can enter 0 against the equipment.
Time Started and Time Ended are not mandatory but may help the pallet controller with determining if pallets were received or despatched before/after the stocktake.

Mandatory Equipment Counts

It is possible to force the user to enter a count, even if it is 0, for all equipment.  Unless a figure is entered for each equipment type then the user will be unable to save the stocktake.  If you want to apply this rule you can do it by doing the following:
  1. Go to Data\Account Setup.
  2. In the Settings tab select "Stocktake All Equipment Required".  



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