Once a Cycle Count rule generates a Stock Take, you can action it using the Access Mintsoft mobile app. You can begin a new count, join one that is already in progress, scan locations, log quantities, and complete the Stock Take when all counts are recorded.
You will need the Admin role to perform cycle counts on the mobile app.
Note: This feature is currently being beta tested. Check future release notes to see once added to general release.
View available Stock Takes
To see Stock Takes that are ready to action:
Open the Access Mintsoft mobile app.
Tap Stock Take from the home screen.
You will see a list of available Stock Takes, showing those with a status of New or In Progress.
Begin a Stock Take
To start a new Stock Take:
From the stock take list, select the stock take you want to action.
Tap Begin to start the count.
Join an in-progress Stock Take
If a Stock Take has already been started by another Admin, you can join it to count alongside them:
From the Stock Take list, select the Stock Take with a status of In Progress.
Tap Join to add yourself to the count.
Scan locations and log counts
Once you have begun or joined a Stock Take, you can start scanning and counting:
Scan the location barcode or select the location from the list.
Enter the counted quantity for each product in that location.
Tap Log Count to save your count for that location.
Continue to the next location and repeat until all assigned locations are counted.
Skip and revisit locations
If you need to return to a location later, you can skip it and come back:
When on a location you are not ready to count, tap Skip.
The location is marked as skipped and you move on to the next one.
Once you have worked through the remaining locations, you can revisit any skipped locations to complete the count.
Second Counts
If a discrepancy is found between your counted quantity and the system quantity, you may be prompted to perform a second count to verify the result:
When prompted, recount the products in the location.
Enter the new quantity, then tap Log Count to save.
Complete a Stock Take
Once all locations have been counted:
Tap Complete to finish your assignment.
If there are remaining locations assigned to other Admins, the Stock Take will remain In Progress until all assignments are completed.
When all assignments are done, the Stock Take is marked as Complete.
Important: You cannot undo a completed stock take. Make sure all counts have been logged correctly before tapping Complete.