This article outlines the prerequisites before starting a raw material stock take.
FOLLOW STEPS BELOW:
1. Close all previous Stock Take Periods that you will no longer be creating stock takes for
2. Create the new Stock Take Period for the count you are about to do
3. Check that all stock has been assigned a location in Sync
4. Check all physical stock has the correct barcode label attached and is in the correct location in your warehouse
5. Complete or delete any incomplete Picking Instructions
6. Initiate a warehouse freeze for the duration of your stock take - both on the warehouse floor and in Sync
7. Create the new stock take on the chosen users Sync account
IMPORTANT NOTES:
1. Only the Sync user account which creates the Stock Take in Sync Desktop can open, complete and view the progress thereof
2. Do not click 'Confirm Stock Take' unless you are 100% certain all stock in all locations has been scanned as no further edits will be possible
3. Do not mark Stock Take Period as 'Complete' in Sync admin unless you no longer need to add any further stock takes