Guide | MobiPOS  >  CloudSync  >  CloudSync Stock Take  

Stock Take

The Stock Take function in CloudSync allows you to create a stocktake record, manage your stocks, and rectify major discrepancies between expected stock and actual stock without using your POS terminals.

Things to note:

Please be reminded that stocktake should only be done when the business is not in operation or the stocks are not susceptible to change, as transactions made during the stocktake might not be reflected correctly in the Stock Take while the stocktaking process is ongoing.

To ensure your stocktake records created from CloudSync is synced to the POS:
In the iPad App, Settings -> CloudSync, make sure you have Enable CloudSync turned on and the Sync Interval is set to 1 minute.
Sync happens automatically if the POS in the outlet is online.

From CloudSync, under Stocks, click on 'Stock Take'.

mobipos cloudsync stock take

mobipos cloudsync create stock take button

To start the stocktake procedure, we will need to create a stocktake record, do this by clicking the Create Stock Take button.

mobipos cloudsync new stock take search by name or barcode

This page will show you all the product items with track inventory turned on.
You can search or filter your store items with the All Categories button and the Search Bar on top.

mobipos cloudsync stock take expected column

This Expected column shows your expected stock according to your business transactions within the system.

mobipos cloudsync stock take counted

The Counted column is used to insert the actual stocks counted in your store.

mobipos cloudsync stock take no difference in stock count

If the actual stock is the same as the expected stock, simply click on the item row (as shown in the picture above, within the red boxes) and it will populate the value to be the same. If it isn't, you can manually type in the counted stocks in the text field, you can also use the + or - keys to add or subtract stocks from the counted column.

mobipos cloudsync stock take calculate difference

Once you have keyed in the number of stocks counted in the Counted column, the Difference would appear, which is the difference between the Expected stocks and the Counted stocks. The Blue Tick will appear on the right representing that stock take is taken for this particular product.

When you're done with the stocktake, you can click the Next button.

mobipos cloudsync stock take insert remarks and save

This will bring you to a final confirmation/preview page.
Here, you can choose to add Remarks at the bottom of the page.
Once you're satisfied with the stocktake, click on the Save button to create the Stock Take record.

mobipos cloudsync stock take saving confirmation

A confirmation will pop up showing you that you have successfully recorded the stocktake. With this, all product's inventory count will be adjusted according to the Counted count.

mobipos cloudsync stock take past records

All past stocktake records will be shown here and by clicking on the Info button, you will be able to see the details of this particular stocktake's record.

Post Stock Take Adjustments

If you have made a mistake during the stocktaking procedure and wish to rectify it, you may:
Go to Stocks, click on Item and select the item which you would like to adjust.

mobipos cloudsync stock take adjustment

mobipos cloudsync item page select inventory

Click on Inventory.

mobipos cloudsync stock take select adjustment type

Choose your Adjustment Type.

mobipos cloudsync stock take  adjustment insert count adjustment and remarks

Insert the quantity adjusted and remarks.
Once you're done, click the Adjust button.

mobipos cloudsync stock take save adjustment

Your record will be shown below.

Things to note:

In the history section, stock adjustments made with the Stock Take function will show with its stocktaking record number (STK000001), manual adjustments will not have a Stock Take number.

Stocktaking record number that starts with "C" (CSTK000001) is the record created from CloudSync but is yet to sync to POS.