Stock Count Process
The stock count process should not be done while sales or purchases are being processed.
It is a four part process which requires:
Inventory manager or supervisor creating a stock count file for the location where the inventory is being counted
Staff count the inventory by clicking on the inventory count app on the dashboard
Manager or supervisor review the inventory comparison report
Manager or supervisor close the inventory count process for the location.
Repeat These steps for each location
Create Stock Count file (See Image below) The stock count file takes a snapshot of inventory on hand for comparison with the inventory being counted
Log into Costbucket and click on Cost Accounting
Go to the left menu and scroll to Reports
Next go to Detail Reports
Select Step 1 in the Create / Update / Print inventory stock check sheets
Step 1. Create the inventory stock count sheet
Select all the inventory categories
Select the inventory location
Select "Make new stock check data file" on the Action for Stock Check Freeze.
If processing inventory count in multiple locations, select the other locations and select "Add/Update existing stock check file on the Action for Stock Check Freeze.
Step 2. Inventory Count Process
Staff sign into Costbucket dashboard and click on the inventory count app where they search for products and add to the cart and include the quantities and any notes they may need to log.
Select Inventory location
Click in Item box and search for products
Add quantity and notes where required and click at to cart button
Item Box supports multiple products added in bulk by search in general for a word and click Select All then click add to cart
Review and update product quantity and notes then select Submit button for the required location
Click on View Entered Counts in top right corner to view items counted. Once completed, click on resume entering counts button
Step 3. The manager review the Inventory comparison report once the counting process has ended.
Select the "Report the inventory comparison differences only - no adjustments option
Select Do not adjust System stock to Nil (zero)
Location displays the active location where the report is being pulled and adjusted. Do this process to close each location.
A pdf file will download
Step 4. The manager or supervisor close the Inventory process.
Select the "Report and Close the inventory comparison Processing Adjustments as necessary" option
Select the action Costbucket should do for items not counted during the staff counting process.
Location displays the active location where the report is being pulled and adjusted. Do this process to close each location
A pdf file will download
