Multi User Stocktake Quick Reference Guide

CONTENTS

Introduction

Creating a new stocktake via the Back Office 

Using the Hand-Held Terminal

Viewing Counts

Introduction 

This Quick Reference Guide (QRG) covers the process of creating a Multi User Stocktake that can be used on the Honeywell EDA50 hand held scanner (HHT). 

This requires the Angular_stock_take Licence Feature. Please speak to your Account Manager for more information. 

Creating a new stocktake via the Back Office 

Firstly, you will need to create a new Stocktake via your Cybertill back office. 

• Click on the Stock menu

• Scroll down to Stock Take and select Stocktakes

• Select Create located at the bottom of the page.

• Create a new Stocktake by completing the appropriate fields.

To carry out a Blind Stock Take, 

• tick the new field named Blind Stock Take. 

In the new Multi User Count* field, 

• click on the dropdown arrow and select ‘Yes’. 

If set to ‘Yes’, multiple users can access the same stocktake count.  

• Click Save. 

Next, 

• add your items by selecting Add Items at the bottom of the page. 

• Select the items for the stocktake by using the filter options. 

• Click Generate

• Select Back to Stocktake List. 

Your stocktake will now appear in the list. 

Next, you need to create a snapshot, which records what the current stock levels are. 

• Select Create Snapshot 

The following message will appear. 

• Click OK 

• Select Mark for Count 

Your stocktake status will have now changed from ‘Selected’ to ‘Count’. 

In order to use your hand-held terminal in your stock take you must have selected both Create Snapshot and Mark for Count. 

Using the Hand-Held Terminal 

▪ Select Stock Take V2 to open. 

You should now be able to view all Stocktakes which have a status of ‘Count’. 

• Click on the Action icon to start the stocktake.

Your Hand-Held Terminal does not rely on a WIFI connection whilst actioning the count. 

There are two scans that can be carried out using your device. These are; 

• Item Scan – scanning each item to increase the stocktake quantity. 
• Qty Scan – scanning the item will not increase the quantity. The quantity must be manually entered. 

Item Scan

To carry out an Item Scan, 

• ensure that the Item Scan tab is selected at the top left-hand side of the page. 

Note: if you have previously selected this option, it should still be selected. 

Begin scanning with your device.  

• Scan your item to add a quantity of 1. 

To change the quantity of each item you have scanned, 

• scan the item again or,
• use the Current Scan Qty + and – buttons to increase/ decrease.  

The system will allow you to reduce the quantity to a negative total figure. 

Qty Scan 

To carry out a Qty Scan, 

• ensure that the Qty Scan tab is selected at the top right-hand side of the page. Note: if you have previously selected this option, it should still be selected. 

Next, 

• using your device, scan the item once. Notice that the curser appears straight in the Current Scan Qty field, and the Total Scanned value has not increased. 

• Type the quantity value into the Current Scan Qty field or use the arrows to increase/ decrease.
• Select Add or Replace to either ‘add’ the Current Scan Qty to the Total Scanned value, or ‘replace’ the Total Scanned Qty with the Current Scan Qty

Please note: changing the scan quantity using the 'Replace' button, will replace all counts for that item.

To view all the items included in the Stocktake, 

• select List.

The Item List page will open.

You can use this page to view how many of each item you have already scanned or select individual items to change their quantities. Once you have scanned all your stock take item barcodes, 

• select the Finish option located at the bottom of the screen.

• Enter in a Ref

Note: if a Ref isn’t entered here, the system will auto create one with the format ‘dd/mm/yyyy HH:MM:SS’

If you haven’t scanned all of your stocktake items then a message will appear at the bottom of your screen advising whether you wish to either ‘Continue’, which will assume there are no further items to scan, or alternatively ‘Back To List’, which will allow you to scan further items into your Stock Take.

If you choose to continue, you will receive the options to ‘Upload’ or ‘Cancel Count’. If you choose to cancel the count, the process will be cancelled. If you are happy to upload and have regained WIFI connection,

• click Upload

The following message should display:

Viewing Counts

Back in your RetailStore/ CharityStore back office, within your stocktake previously created,

• Select View Individual Counts

Here, you will see a list of stocktakes carried out, displayed in a table that is broken down by Ref, Username & Actions.

• Ref- displays the reference ID given when carrying out the upload on the HHT (whether this was entered by the user or auto generated by the system).
• Username- the name of the user who carried out the Stocktake 
• Actions- Allows you to View what items were counted in the stock take, along with how many of each item was counted.

• Select View

Listed here are all the items that were scanned as part of the stocktake count & only includes items that have been counted. Any items that were added to the stocktake but not counted will not appear. 

The order in which they appear, is the order in which they were scanned. Because of this, you may see an item appear more than once on the list if a different item(s) was scanned inbetween them.

 The table includes Unit cost (the cost charged by the supplier) and Total line cost of each scanned item. The values shown are auto converted to the currency of the stocktake location. At the bottom of the table is a total count and value of all item lines counted.

• Click Print to print the page. 
• Select Back to Individual Counts or go back to the previous page.

There are two options at the bottom of the Individual Stocktake Count List, Print & Print Consolidated List. To view the table in a .CSV format,

• click on Print

You’ll receive a message asking do you wish to Open or Save the file. 

• Select Open.

You also have the option to Print Consolidated List, which is a combination of all counts within the stocktake. 

To access, 

• click the Print Consolidated List button.

Your PDF will generate and then open.

Finally, you can mark your stocktake as complete. 

• Click on Mark as Complete

You will receive the following message:

The status has now changed to ‘Counted’

The last step is to Close the stock take. Before doing this, ensure that you have completed your stock take and are happy with the recorded counts. 

Note: Once confirmed, this is irreversible. To do this, 

• Select Close

The following message is displayed, asking if you wish to continue?

• Type the word YES, followed by the clicking on the SUBMIT button.

By default, the Stock Take will now be hidden, and it will require you to use the Filter Options to display. If displayed, the Status will show as ‘Completed’.

Stock levels for the items included within the Stock take are now updated. Items that are not counted will be set to 0.