Note: This feature is currently being beta tested. Check future release notes to see once added to general release.
What are Spot Checks?
Spot Checks are a feature within the Mintsoft Stock Take functionality which allows warehouse operatives to verify stock accuracy while picking orders, as an additional check after a pick takes place.
Example: User picks a hat from a shelf and is prompted on the mobile app to confirm the quantity of hats remaining in the location, after the pick.
How to trigger a Spot Check
There are 2 ways to trigger when a spot check need to happen on the Mobile App.
Settings on a batch of orders
Spot Checks Config
Batch Settings
When a batch is created, you can head to the Mobile tab of a batch and find the Spot Check option. This can also be set up as part of the Batch Scheduler module. You can select:
Click on a section for more details
Use Config Rules
Use Config Rules
This is the default, and will only trigger spot checks based on rules set out in the Spot Checks Configuration section below.
Spot Check Every Pick - Blind
Spot Check Every Pick - Blind
This will trigger a spot check on every pick within the batch.
Note: Blind means the user is not told on the app how many units are expected in the count.
Spot Check Every Pick - Open
Spot Check Every Pick - Open
This will trigger a spot check on every pick within the batch.
Note: Open means the user is told on the app how many units are expected in the count.
Do Not Spot Check
Do Not Spot Check
Regardless of any Spot Checks Configuration rules, this batch of orders will not require spot checks to take place
Spot Checks Configuration
To set rules up for automated Spot Checks, follow the below:
Go to Stock Take.
Then select Spot Checks Config.
Click Create New.
Configure the Rule.
Click Save.
Configurable Options
Click on a section for more details.
Client
Client
You can select a specific Client or leave it as ALL.
Warehouse
Warehouse
You can select a specific Warehouse or leave it as ALL.
Location Types
Location Types
Which Location Types this rule applies to, if left blank it defaults to ALL.
Pick Types
Pick Types
Which Pick Types this rule applies to, if left blank it defaults to ALL.
Counting Style
Counting Style
If you set it as a Blind Count, the user does not see the expected quantity. Whereas if you set it as an Open Count, the user does see the expected quantity.
Require 2nd Count if Discrepancy Found
Require 2nd Count if Discrepancy Found
If ON and a discrepancy is found on the 1st count, a follow-up count is required before any adjustments are made to the stock level. This must be completed by a different user. If OFF then adjustments are made immediately following the count.
Include Products with Serial Numbers
Include Products with Serial Numbers
This allows you to include or exclude products with Serial Numbers, as these counts would take longer.
Threshold
Threshold
This is the unit of stock remaining after a pick to trigger the Spot Check.
Completing Spot Checks
Login to the Access Mintsoft App.
Proceed with order picking as normal.
If a pick meets the requirements outlined to trigger a Spot Check, the user will receive a pop up as and is asked to confirm the remaining quantity left in that location.
You then must count the stock remaining in the location, and enter the number of units left.
Then select Confirm.
This is a Blind Count Pop Up:
This is a Open Count Pop Up:
This is the popup if a discrepancy is found, in case the user wishes to do a double-check:
