Stock by locations

stockByLocation

Use case

When you work with multiple locations

Where?

  1. Whitin the item area -> Tab "Details" -> Section "Summary"
    • here you can see the stock split on locations
  2. Items list -> Filter -> "Select location" option
    • here you can choose to see the items list only for a selected location

How to collect data on multiple locations?

.. please read this article for more informatio: manage locations

 

Auto add entry after scanning

newAddEntryScann

What this feature does?

When a bar code is scanned  and the item is recognized a NEW entry is added automatically for that item. 

How to set it?

Steps:

  1. Tap on main menu from the first page
  2. Tap on "Settings"
  3. Within "Barcode scanning settings" area check "Auto add an entry after scanning a product"

Manage stock entries

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Use case

Stock entries are used in  Stock management inventory type.

Steps

  1. Identify quickly the product from products list (see how to populate your products list) by using dedicated features:

    • Search
    • Filters
    • Barcode / QR scanner (external scanner or device camera)
    • NFC identification
  2. Tap on the wanted product
  3. Choose one of the entries types from "Add entry" tab:
    • INput
    • OUTput
    • MOVEment
  4. Complete the entry fields and Save

Add entry fields

  1. Location
    • Optional - only if you work with multiple locations. If you don't add the location -  the application chooses for you automatically the "Default location" 
    • A location can be added directly from "Add entry" tab or from navigation menu (see how to manage locations)
  2. Quantity
    • Mandatory
  3. Batching factor (default = 1 )
    • Optional. Batching factor is a multiplicator of the Quantity field and is used when your products are delivered in packages.
    • Example: one box contains 6 bottles. You fill 6 in batching factor area and 2 in quantity area. When saving will be recorded 12 bottles.
  4. Price
    • Mandatory
  5. Tag
    • You can assign any custom tag to an entry (ex.: damaged, expiration date, etc.)
  6. Custom fields (find out more about custom fileds)

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Entries history

Navigate through entries history and edit or delete them.

Actions

  1. Edit (modify)
    • Datetime of the last update is displayed in the list
  2. Delete
    • Deleted entries can be viewed in the history list, distinctively marked
    • Datetime of deleted action is displayed
    • It does not affect the stock

How

Long tap on entry.

 

Details

Products have a couple of attributes which can be imported or added manually. These attributes can be found in Details tab within the product area:

 

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Count physical inventory

Use case

Counting physical inventory can be done in Take stock inventory type.

Steps

  1. Populate products list. You have more alternatives to do that:
    • Import from a predefined Excel (.xls, .xlsx, .csv) product list (see how ...)
      • download a products list example here ...
    • Take over from Stock management at a certain date (see how... )
    • Add products manually one by one
  2. Identify quickly the product from products list by using dedicated features:
    • Search
    • Filters
    • Barcode / QR scanner (external scanner or device camera)
    • NFC identification
  3. Tap on the wanted product
  4. Insert counted quantities
    • you can use the built in calculator to make this process easier
  5. Export counting results - csv, excel file (see how ...)

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Fields

  1. Batching factor (default = 1 )

    • Optional. Batching factor is a multiplicator of the Quantity field and is used when your products are delivered in packages.
    • Example: one box contains 6 bottles. You fill 6 in batching factor area and 2 in quantity area. When saving will be recorded 12 bottles.
  2. Quantity
    • Mandatory
  3. Location
    • Optional - only if you work with multiple locations. If you don't add the location -  the application chooses for you automatically the "Default location"
    • A location can be added directly from "Counter" tab or from navigation menu (see how to manage locations)
  4. Tag
    • You can assign any custom tag to an entry (ex.: damaged, expiration date, etc.)
  5. Custom fields (find out more about custom fileds)

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Countings history

Navigate through countings history and edit or delete them.

Actions

  1. Edit (modify)
    • Datetime of the last update is displayed in the list
  2. Delete
    • Deleted countings can be viewed in the history list, distinctively marked
    • Datetime of deleted action is displayed

How

Long tap on entry.

 

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Details

 

Products have a couple of attributes which can be imported or added manually. These attributes can be found in Details tab within the product area:

  • Picture
  • SKU
  • Barcode / QR code
  • Product name
  • NFC
  • MU
  • Category
  • Custom fields
  • Book Quantity
  • Counted quantity
  • Variation (counted vs. book quantity)

 

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Stock management vs. Take stock

stockmanagement

Stock management

Stock management - add day by day entries into your inventory:

  1. INputs
  2. OUTputs
  3. MOVEments between locations

These entries drive to final stocks for each product (overall or by locations).

Another specific element for stock management is using the price field for each entry (this is optional, only if fits to your need).

Also you have a history list where each entry is marked intuitively depending on its type.

 

 

Take stock

 

Take stock it's about counting physical inventory and comparing counted quantities vs. book quantities. These are  "time to time" operations.

Among specific features / fields you can find:

  • Book quantities
  • Varations (Counted quantities vs. Book quantities)
  • Built in calculator

There are two use cases for take stock:

  1. Free Take stock:
    • There is no connection between Take stock and Stock management
  2. Take stock from Stock management:
    • Products list and book quantities are taken over from an existing Stock management inventory (see how to)

 

takestock

Stock management Take stock
Picture
Locations
SKU
Barcode / QR code
Product name
NFC
MU
Category
Custom fields
Variation
Book Quantity
Built in calculator
Current stock
Price
Entries types

Free vs. Premium vs. SYNC

Licenses

FREE PREMIUM SYNC
Stock management
Take stock
Unlimited inventories
Unlimited products
Import products list
Barcode reader / QR Code reader
NFC tag reader
External barcode scanner
Export data to Excel file
Backup & Restore locally
Backup & Restore on CLOUD
Multiuser - Real time synchronization

How to get PREMIUM / SYNC?

  1. Contextual menu from the main page (top-left button) 
  2. Tap on "Buy licence"
  3. Follow Google Play purchase process

You should know ...

  • The license is for Google play account
    • if you log in to multiple devices with the same account (for which you've gotten the license) - the license will be valid for each device
    • if you uninstall and reinstall the app the license will be restored
  • You can get the invoice from Google Payments

      PREMIUM

  1. It's one time payment

      SYNC

  1. It's monthly / yearly subscription
  2. Sharing inventories between multiple users requests SYNC package for each user

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Backup & Restore locally

We strongly recommend you to make periodically backups to your data and  save them to your computer / external disk, etc.

 In that way -  if something wrong has happened to your mobile device - you can restore data from the last backup.

Backup

  1. Inventories list area -> Contextual menu -> Backup & Restore -> BACKUP
  2. Choose where do you want to save the backup:
    • Locally (on the mobile device) ... and then copy to an external disk or to your computer
    • Cloud places (Google Drive, Dropbox, etc.)
    • Share via email

Restore

  1. Inventories list area -> Contextual menu -> Backup & Restore -> RESTORE
  2. Take over the backup file
    • If you have saved the backup file to an external disk you should copy it first to your mobile device memory card.

You should know

  • Images will not be included into backup file
  • Restoring a backup file will erase all your current data

backup

restore

Use external barcode scanner

Use case

If you have a barcode scanner that can be paired with mobile device - in order to scan barcodes easier .

Strengths

  • Better barcode reading
  • Higher mobility

Prerequirements

You have to own an external barcode scanner that can be paired with your mobile device via:

  • Bluetooth
  • Cable

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How

Follow the steps below:

  1. Pair the external barcode scanner with the mobile device
  2. Open the inventory that you want to work with
  3. Scan the barcodes. The effect of scanning varies from one app area to another:
    •  Products list:
      • (A 1) barcode is found in database -  identifies the product and places you to input area (where you can add entries or countings)
      • (A 2) barcode is not found in database - adds a new product with scanned barcode
    • (B) Within product area - Details tab:
      • adds the scanned barcode in the barcode field
    •  Within product area - Add entry / Counter tab:
      • (C 1) barcode is found in database - switch to found product
      • (C 2) barcode is not found in database - adds a new product with scanned barcode

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scanner3

Use NFC tags

Identify quickly the products using NFC reader.

You don't need another application to write NFC tags. You can choose to write to tag from the dedicated NFC field or any of: SKU, Product name, QR / Barcode.

Prerequirements

  1. Your device should support NFC
  2. NFC should be activated
  3. Your products should be tagged with NFC tags

 How?

For reading from tag into field or writing to tag from field you have to hold the device close to the tag.

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Steps

  1. Fill NFC field from the app. You have several ways for doing that:
    • Import from an excel products list (see how...)
    • Read from tag into field:
      • (A) Within product area -> Details tab -> Tap on NFC button -> Choose "Read from tag into field" -> Hold the device close to the tag.
  2. Write to tag from field (only if your tags haven't been written before):
    •  (B) Within product area -> Details tab -> Tap on NFC button -> Choose "Write to tag from field" 
    • You can choose what field to be written on the tag:
      • NFC
      • SKU (internal code)
      • Barcode
      • Product name
    • Hold the device close to the tag.
  3. Identify quickly the product by holding the device close to tag. You can do that from:
    • Products list area
    • Within product area

 

 

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Take stock from Stock management

tsfromsm1

Use case

If you use Stock management inventory type continuously and you want to count your physical stock time to time - this feature fits to you. 

... see the difference between Stock management and Take stock inventory types

Why

Because adding entries continuously you get a stock and you have to compare it periodically with the real one obtained by  physical counting.

How

  1. Go to main area of the app (inventories list)
  2. Add new inventory
    • Choose Take stock
  3. Choose "IMPORT  from other inventory"
    • Select the parent inventory (from where you want to take over the products)
  4. Tap on PROCEED

What fields are taken over

Variations

When the products are taken over from Stock management in Take stock inventory type  - current stock from the first one is called book quantity in the second. 

As will physical count the products - variations between counted quantities and book quantities are displayed in:

  • Products list area
  • Detail tab within product area

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