This is a step-by-step tutorial that walks you through the whole process of stock-taking with the help of the Mobile Inventory app.
Although there are seven steps, most of them can be completed quickly. The most time-consuming step 5 – the actual counting of the products
Step 1 - Team
As an inventory facilitator, you decide how many persons will participate in the stock-taking process and their responsibilities.
If you care more about the correctness of stock levels, you can have two independent teams count the same products and compare the results.
Step 2 - Database file
Prepare the Excel file with all your products (You can use our proposed template, but it’s not mandatory, you can also use your structure).
Share the Excel file with everyone on your team. You can send it via email, or better, you can put it on a shared Dropbox or Google Drive.
Step 3 - App & License
Install the MobileInventory app and activate licenses for you and your team.
For stock-taking, we recommend the Premium license, which is a one-time payment. You will be able to use our app in the future at no additional cost. You need to purchase the license for every user participating in the inventory process.
Step 4 - Import the products into the app
In this step, every team member must:
- Add a new inventory of type “Stock-take”
- Import the products from the file that you prepared in Step 2
Step 5 - START Counting!
We know it’s a painful process.
We have some features that can help ease the process:
- Calculator view – Storing detailed arithmetic expressions will come in handy when differences in expected value and counted value appear, and the team has to identify where the error comes from
- Variation is equal to Book value minus Counted value – helpful to know at any point in time how much is left to be counted
- Tags – maybe, while counting, you want to add additional information, like ‘damaged’, ‘dirty’
Step 6 - Export data
Step 7 - Aggregate data
You will end up with an Excel file containing the count from each team member.
Now you can merge all the files into one
1. You use our Online merge export files tool at this link
2. Or you can use the following Excel Macro