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Stocktaking

In plentymarkets you can also take stock using the plentymarkets app. Users must be assigned the right to take stock. In addition, barcodes must be saved for your storage locations. You can activate the stocktaking mode to freeze stock during stocktaking. However, because the new stock data is saved to the variation automatically, you do not need to activate the stocktaking mode.

Hardware for plentymarkets app

Check the system requirements page of the manual to see current hardware recommendations for stocktaking using the plentymarkets app.

1. Preparing app stocktaking

Carry out the settings described below to prepare stocktaking using the plentymarkets app.

Label your storage locations

To take stock using the plentymarkets app, you must assign barcodes to your storage locations. You can speed up stocktaking by labelling your storage locations. During stocktaking, you can just scan the storage location’s label.

1.1. Exporting stock with the data format Stock

To check all stock discrepancies resulting from stocktaking at once, export your stock data using the data format Stock before the stocktaking process. Export the data again after stocktaking is complete and compare the stock data.

1.2. Assigning rights for stocktaking

Users with admin rights can take stock using the plentymarkets app by default. Users with the user classes Variable and Logistics must be assigned the necessary rights.

Assigning rights for app stocktaking:

  1. Go to Setup » Settings » User.

  2. Open the account.

  3. Open the Mobile tab.

  4. In the Visible functions area, activate the option Stocktaking.

  5. Save the settings.

  6. Open the Richts tab.

  7. Click on Managing menu and REST API rights.
    → The Rights view opens.

  8. In the Authorization column, activate the right Stock » Warehouse » Storage location » Show storage location.

  9. Save the settings.

1.3. Personalising app stocktaking

Users can personalise the stocktaking process using the plentymarkets app settings.

Personalising stocktaking with the plentymarkets app:

  1. Log into the plentymarkets App.

  2. In the menu bar, tap the menu symbol.

  3. Tap Settings.

  4. Tap Stocktaking.
    → The Stocktaking settings menu opens.

  5. Carry out the settings. Note Table 1.
    Tip: The settings are saved when you exit the menu.

Table 1. Stocktaking; app settings
Setting Explanation

Storage location search

Set focus on barcode

Activate to set the cursor in the Barcode field of the storage location search. If your storage locations are labelled, users can start scanning the storage location’s label straight away.

Item search

Set focus on barcode

Activate to set the cursor in the Barcode field of the item search. If your items are labelled, users can start scanning the item’s label straight away.

Scan items individually

Select whether the quantity is to be entered by scanning the individual items or by entering the count result manually.
Activated = Each piece of an item must be scanned individually.
Tip: The scanned quantity can be corrected manually. Tap the item and enter the correct quantity.
Deactivated = After scanning an item’s label, users enter the counted amount using the keypad.

Allow manual item search

Select if items can be searched manually.
Activated = Items can either be found by scanning the item label or by using the keypad to enter search criteria.
Deactivated = Items cannot be searched for manually. Items can be opened by scanning the item label only.

Main warehouse only
(version 1.9.3 and higher)

Select if the item suggestions are to be filtered.
Deactivated (default setting) = Items are not filtered. If the same item is stored at more than one storage location, all storage locations are listed for selection.
Activated = Only items are listed for selection where the main warehouse is identical to the current stocktaking warehouse.

Save stock

Show Save button

Deactivate to hide the Save stock button.
Activated = The stock present at a storage location can be saved either by tapping the Save stock button or by scanning the storage location’s label.
Deactivated = The stock present at a storage location can be saved by scanning the storage location’s label.

Show confirmation dialog

Activate to show a confirmation dialog before the new stock quantity is saved.
Activated = Users must confirm before the stock details are saved.
Deactivated = Stock details are saved immediately.

2. Stocktaking with the plentymarkets app

When you take stock with the plentymarkets app, you can either scan each piece of an item individually or enter the counted quantity using the keypad. The option Scan items individually controls how the stock taking is performed.

Stock at a storage location is set to zero if not counted

Count or scan all items present at a storage location. If you store different items at the same storage location, any stock of items that you do not count or scan during stocktaking will be set to zero. Example:
The stock information for storage location 1 in plentymarkets is 10 x item A, 10 x item B and 2 x item C. During stocktaking, 10 x item A and 10 x item B is scanned. Item C is not scanned.
→ The app books item A x 10, item B x 10 and item C x 0. As such, stock for item C is set to zero.
If you only start creating further storage locations during stocktaking, these storage locations are not set to zero. This applies only for storage locations that are edited.

2.1. Scanning each piece of an item individually

Users do not have to count the stock. Instead, they can scan the labels of each piece of an item individually until they have scanned all pieces of an item present at the storage location. The quantity is updated incrementally in the background. You need to activate the Scan items individually option to take stock by scanning each piece individually.

Scanning each piece of an item individually:

  1. Open the plentymarkets App.

  2. In the menu bar, tap the menu symbol.

  3. Tap Stocktaking.
    → The Stocktaking view opens.

  4. Scan the label of the storage location.
    → The storage location is selected. The quantity is booked to this storage location.

  5. Scan the label of each piece until you have scanned all items of the storage location.
    Tip: If the storage location contains more than one type of item, the quantity of the correct item is increased automatically during scanning.
    Note: To correct the scanned quantity manually, tap the item and enter the correct quantity.
    → If best before dates, batches or both are managed for the variation in the selected warehouse, you are asked to enter a date, a batch or both.

  6. Optional: Select the best before date and/or enter the batch and tap Add item.
    → The stock is booked in.

  7. To finish the count, scan the storage location’s label again or tap Save stock if the button is shown.
    → The counted quantity is saved.
    → The counted stock is imported to the Stock » Storage location management menu of the plentymarkets back end.
    → The stock information is saved in the Item » Managing items menu of the variation.

2.2. Entering the counted quantity

Instead of scanning the levels of each piece stored at a storage location, users also can count how many pieces of an item are present at the storage location and enter the result manually. You need to deactivate the Scan items individually option to take stock by counting.

Entering the counted quantity:

  1. Open the plentymarkets App.

  2. In the menu bar, tap the menu symbol.

  3. Tap Stocktaking.
    → The Stocktaking view opens.

  4. Scan the label of the storage location.
    → The storage location is selected. The quantity is booked to this storage location.

  5. Scan the label of an item or search the item manually.
    → The Enter quantity window is displayed.

  6. Enter the quantity that you counted for the item.

  7. To finish the count, scan the storage location’s label again or tap Save stock if the button is shown.
    → The counted quantity is saved.
    → The counted stock is imported to the Stock » Storage location management menu of the plentymarkets back end.
    → The stock information is saved in the Item » Managing items menu of the variation.

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