You can perform a stocktake manually or with a barcode scanner.
After selecting the location you wish to run a stocktake in, select the barcode scanning, make sure your barcode scanner is connected and you can start scanning.
Scan the barcode on your product. If the product barcode exists in your QuickBooks Commerce inventory, each scan will register as a quantity of 1. You can choose to scan multiple times on the same product to increase the quantity, or manually edit the quantity of the product variant while in barcode scanning mode. If you scan the same barcode again after editing manually, it will continue incrementing from the value you entered.
If a product with the barcode does not exist in your QuickBooks Commerce inventory, an error will be shown - barcode is not found. It will not appear on your summary page.
Barcode scanning to manual stocktake
You can switch from barcode scanning mode to manual stocktake mode by clicking on ‘Manual stocktake’. Using this switch you can continue performing a stocktake without losing any information.
The Stock on Hand value includes the amount of Stock Available and Stock Committed.
When you go to ‘View Summary’, it will show you the edits you made on both the manual stocktake (if any) and via barcode scanning.
Check that the quantities are accurate and hit ‘Finalise stocktake’. Your changes have been successfully recorded and can be viewed as a stock adjustment in your QuickBooks Commerce account. (Stock control> stock adjustment).
To learn more about using barcodes in QuickBooks Commerce , click here.
If you wish to set up your socket mobile barcode scanner on your iPad, click here .
I have connected my barcode scanner to my mobile device (e.g. iPad, iPhone) but it does not work for stocktake, why is this so?
Our stocktake tool works on a web browser and follows the keyboard mode, a different mode from what allows the scanner to work for our iOS App. To use the barcode scanner for the stocktake tool, reset the scanner to the correct mode by following these instructions, whereas if you would like to use the barcode scanner for the iOS app or your Mac, reset it by following these instructions.