How to do a stocktake of batch tracked inventory

Note
You can only perform Stocktake on a product which has been Batch Tracked if it has Batch ID/s assigned. However, you cannot create Batch ID and assign batches via Stocktake tool should you want to increase the Stock level. To view batch information, go to Inventory> click on your Product > Manage Batches. You will see all your batches listed here, along with the Batch ID, expiration date and stock on hand.

To do a stocktake on batch tracked products, go to Stock control> click on Stocktake.

Follow the instructions here to do a stocktake.

Only for batch tracked products, you will see the batch ID field beside the variant name. Select the batch you are doing a stocktake for and input the new quantity as you normally would (manually or using a barcode scanner).

Manual stocktake

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Select the batch you wish to do a stocktake for, and input the 'New Quantity'. You can add more batches for the same variant and input the new quantity accordingly.

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Click ‘View Summary’ and check through the information before finalising.

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Once you click 'finalize stocktake', your completed stocktake will be recorded as a stock adjustment. You can view it by going to stock control> stock adjustments.

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Barcode Scanning 

Note
If you are using a Mobile browser, here's a handy guide on How to reset Barcode Scanner to use Stocktake tool.
 

In the barcode scanning mode, please make sure your barcode scanner is connected and you can start scanning your stock. If the barcode exists in your inventory, the variant will automatically appear for stocktake. 

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After scanning the quantity, you must select the batch ID. If you wish to count another batch, click to add another batch to stocktake. Make sure that your cursor is not in the 'New Quantity' field as it will scan the barcode number into the field. Instead, simply scan the barcode once you have selected the batch ID. Alternatively, you can input the new quantity manually. 

For batch tracked inventory, if you do not select a batch ID after scanning the barcodes(s) during stocktake, TradeGecko will not register the changes. Instead, you may see an error like this: 

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Ensure that you have selected the batch ID(s), input the new quantities and finalise stocktake. 

To see an overview of your oldest or first expiring stock, click here

 

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