There are several methods of completing a stocktake in Z Office.
Stock Scanning
Stock scanning involves scanning the stock directly into a Stocktake in Z Office.
- Go to Z Office > Stock > Add New Stocktake
- The Add Stocktake Details window should appear:
Name: Name of the stocktake
Description: Description of a stocktake
Created & Stocktake #: These will be updated when you Save/Mark as Complete a stocktake - In the Add Line field, search for a stock card to add the stock card to the stocktakeWarning
Entering the count for the stock card immediately changes the SOH of the stock card.
It does not get updated when you Save the stocktake. This ensures the accuracy of the SOH of the stock cards for trading stores (as items may be sold, dispensed etc). - After entering a number:
Added SOH is the SOH when you add that line to the stocktake
SOH at time is the SOH when you add a count
Movement = Added SOH - SOH at Time
Variance = Count - SOH at Time
Value = Last Invoice Cost x Count - Continue scanning and updating the count for the rest of the stock
- You can press
to save the stocktake. The stocktake will remain active
- Once done with the stocktake, you can press
to finalize the stocktake
Stock Sheets
You can generate stock sheets by department/manufacturer/stock groups etc to print and perform the stocktake to enter into the system afterwards.
By Department
- Go to Z Office > Other > Departments > Manage Departments
- Select on the department you wish to generate a stocktake for and on the left panel, press 'Generate New Stocktake'
An information prompt should appear to notify you that the stocktake has been generated: - Go to Z Office > Stock > Manage Stocktakes
- Do a blank search (i.e. press the search button without inputting anything in the search field) to bring up the list of all the stocktakes. The stocktake generate by the department should be there:
Double click to open the stocktake - Press Print Sheets to generate the stock sheet for the department
- The Stocktake Sheet should appear:
- Press
or
to print/export the stocktake sheet
Z Office Express (ZOE)
Z Office Express (ZOE) is an Android based application that you can use to stocktake with.
Please follow our guide here.
Reports
Stock Not Counted
You can use stock filters to generate a report or list of stock not counted or that have been missed during the stocktake.
Please ensure that all your stocktakes have been marked as completed as the filter uses this to check the last stocktaked date.
- Go to Z Office > Stock > Manage Stock
- On the left panel under Advanced Filter, go to the bottom to the Range Filter field
- Select the Last Stocktaked filter
To create a filter for items that have been stocktaked:
After selecting the Last Stocktaked filter, under the ‘OP’ column, select the in option. This will highlight items that have been stocktaked in the date range selected
To create a filter for items that haven’t been stocktaked:
After selecting the Last Stockaked filter, under the ‘OP’ column, select the out option. This will highlight items that haven’t been stocktaked in the date range selected - Press Search to bring up the list of stock cards
Comments
4 comments
Nice article. Would be good to be able to purchase an android device already running Express from Z.
What about dispensing, selling and invoices? i.e can i stocktake while trading?
Hi Wandin North Pharmacy, when you enter a Count, the SOH updates straight away in the stock card so you can do stocktakes while trading.
How do you generate a stock sheet by Sub-department?
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