There are two basic methodologies which can be used when performing stocktake in Jim2.
Informed stocktake
With this method, the counters are told how many pieces of each stock there should be, and they are to verify this. This is helpful when Jim2 says that there should be ten pieces of stock in a particular location, but when the counter looks on the shelf there are only nine. While many businesses prefer this method, it is dependent on the vigilance of the counter. This is the normal and recommended way to count stock.
Blind stocktake
With the blind method, quantities are not displayed or provided to the counter. Counters record whatever number they find, then move on to the next stock. In the case of serialised stock, serial numbers are only shown once they have been scanned.
The up side to using a blind stocktake is that Jim2 is being told what stock is actually found, rather than confirming what was expected to be found. The down side is that there will probably be more work required at the end of the stocktake session to resolve miscounts, etc.
Stocktake session options
Tick Blind Stocktake to perform a blind stocktake. The default is unticked (for Informed Stocktake).
Include stock with zero quantity
When generating a Stock List, choose to include all stock, including stock which should be zero (nil). This will allow counters to confirm that there is indeed zero quantity of this stock or, if they locate some, record the actual quantity found.
Stocktake sessions should never include negative quantity stock. This should be rectified before commencing the stocktake session.
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All stock within a stocktake session is locked to prevent any transactions that may impact the count. |
Further information
Stocktake Preparation and Rules
How to