- Created by admin, last modified by AdrianC on Apr 04, 2017
https://help.myob.com/wiki/x/6wic
ANSWER ID:9410
Traditionally, stock adjustment procedures have consisted of the annual stocktake; this is the one time of the year when a retailer would synchronise actual with recorded inventory levels.
The MYOB RetailManager stock adjustment procedures offer several more options, which allow a busy retailer to adjust stock levels for an individual stock item or any department or category of stock items, in addition to the complete stocktake. This gives the retailer the flexibility to run a partial stocktake of a company’s goods for a representative’s visit, or adjust the stock level of a single stock item because additional stock has been found in the storeroom.
The annual stocktake is still an important and major undertaking. You can use your computers and scan your stock directly into RetailManager, or you can print out stocktake sheets in RetailManager for a manual stocktake.
When a stocktake is committed in RetailManager, a backup of your shopfront is automatically created. If needed, you can restore this backup.
We have the full list of detailed procedures and tips on stocktaking in the RetailManager user guide. See below for a list of frequently asked questions, some of which may be helpful to your particular stocktaking needs.
FAQs
Yes, there are many types of portable stocktaking scanners and add-on solutions available. They vary in their functionality and level of integration with RetailManager.
Some RetailManager Professionals (RMPs) offer these devices and add-ons for sale and rental. To find out more about the particular stocktake device and services each one offers, feel free to contact them directly with your enquiry. They can be located at our website. Please note RetailManager Professionals are accredited by MYOB to support and promote MYOB products, but operate independently. MYOB is not able to provide Technical Support or advice on any stocktaking or other custom solution offered by an RMP.
Portable Barcode Scanners for Stocktake in RM
Below are links to third party organisations that we know have software that is compatible with RetailManager and Portable barcode scanners.
If a customer requires this software they can find information on the websites below.
RM Traveller
www.umd.com.au/itd/products/ricgroup.html
Intermax
Barcode Logic
ASP
Tech Rentals
Please note that MYOB are not aligned with any of these companies and do not recommend one company over another.
The item you are scanning is not a part of your selected department/categories or custom values. Once you have made your selection within a Partial Stocktake, RetailManager will then only recognise items within that selection.
If you would like to include that item in the partial Stocktake, then you will need to broaden your selection to include the item’s department/category or reassign the item to one of the already selected department/category/custom values.
It is quite common for a stocktake to span several days; for a large store, this is almost a certainty. The important thing to remember when stocktaking in RetailManager is that closing the stocktake window will not lose items you’ve counted so far. In fact it remembers everything!
This means that when you come to the end of the day, half way through counting your inventory, you will be able to close the stocktake window without losing any of your stocktake information. The same applies if you were to shut the computer down; when you restart, the stocktake grid will still display all items counted before you shut it down and you can simply continue on from where you left off.