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On Demand Stock Takes - Configuration

Steps to configure and create a new on demand stock take in Access Mintsoft.

Written by Alyssa Reynolds
Updated yesterday

You can create an on demand Stock Take at any time to run an immediate, one-off count of your warehouse stock. You define the counting settings, which locations and products to include, and who can perform the count.

You will need the Admin role to create an on demand Stock Take.

Note: This feature is currently being beta tested. Check future release notes to see once added to general release.

Create an on demand Stock Take

To create a new on demand Stock Take:

  1. Go to Stock Take, then click Overview.

  2. Click New Stock Take.

  3. Configure the General Settings and Range Settings — see more detailed information below for all settings.

  4. Click Save.

The Stock Take will be created with a status of New and appears in the Stock Take Overview table. It is not started automatically as you will need to begin using the Access Mintsoft mobile app.

Note: If your configuration results in nothing to count, a warning will be shown when the stock take is started on mobile. Check your range settings if this happens.

General Settings

General settings control how the Stock Take is conducted and who can perform it.

Select an option below to view more details.

Client

3PL users can select a specific client to restrict the stock take to that client's stock, or leave as All to include all clients. Multichannel users can set themselves as the client.

Warehouse

Select the warehouse where the count will take place. Selecting a warehouse enables the range settings on the right-hand side of the configuration screen, which will be greyed out until that point.

Include Empty Locations

Toggle on to include locations with zero stock in the count. Toggle off to count only locations that contain products. This can be used to find additional stock in locations the system otherwise thought was empty.

Note: This can result in very large stock takes depending on the range of locations selected.

Units From / Units To

Enter a unit quantity range to filter which product-in-location records are included. Only locations where the product unit count falls within this range are counted.

Example: Range From / To is set as 0 / 100, therefore a product-in-location with 150 units of stock would not be included in the stock take.

Counting Style

Select Blind or Open. In Blind mode, the user performing the Stock Take cannot see expected stock quantities while counting. In Open mode, expected quantities are displayed to the user.

Require 2nd Count If Discrepancy Found

If Toggled off, any stock discrepancies will be corrected on the system immediately when the user confirms them. If toggled on, when a discrepancy is found in 1st count a 2nd count is created and must be performed by a different user before the discrepancy is accepted.

Note: In either scenario, if it is not possible for the system to correct stock levels due to order allocations, quarantine, etc. an error is produced on the PC dashboard.

Assign To

Select who can perform the count:

  • All - Multi - Any Admin user can action the Stock Take, and multiple users can count simultaneously.

  • All - Single - Any Admin user can action the Stock Take, but only one user at a time.

  • Specific - Only the named user can action the Stock Take. Selecting this option reveals the Assign To User field, where you can search for and select the specific user. This is enforced on the mobile app - other users will not see the Stock Take in their list.

Reference

Enter a name or identifier for the Stock Take. This field is mandatory with an upper limit of 100 characters or fewer.

Location Range Settings

Location Range settings control which warehouse locations are included in the Stock Take. Select a Location Range type from the Location Range dropdown.

Select an option below to view more details.

All

Select All to include every location in the warehouse. There are no additional sub-fields to configure.
​Note: This can result in very large Stock Takes.

Configurable

Select Configurable to reveal additional filters:

  • Location Types — Select one or more location types to include in the stock take, such as Pick, Bulk, etc. Leave black to include all location types.

  • Zone — Select a specific warehouse zone to filter the Stock Take by.

  • Aisle — Select All to include all aisles, or select A–Z Range to define an aisle range. When A–Z Range is selected, Aisle From and Aisle To are required.

Custom List

Select Custom List to use a pre-defined set of specific locations. Select the custom range from the Custom Location Set dropdown.

Note: Custom location sets must be created before you can select them here

Product Range Settings

Product Range settings control which products are included in the Stock Take. Select a Product Range type from the Product Range dropdown.

Select an option below to view more details.

All

Select All to include every product. There are no additional sub-fields to configure.

Note: This can result in very large stock takes.

Configurable

Select Configurable to reveal additional filters:

  • Categories — Select one or more product categories to filter by. Leave unselected to include all categories.

  • SKUs — Select All to include all SKUs, or select A–Z Range to define a SKU range. When A–Z Range is selected, SKU From and SKU To are required.

  • Unit Sales Value — Select All or Price Range. When Price Range is selected, enter a Price From and Price To value to filter products by their unit price.

    Example: you may wish to perform a Stock Take of your most high value items only

    Note: prices must be set against product details in advance for this to apply.

  • Sales Velocity — Filter products by how quickly or slowly they sell. Select All, Fast Movers, or Slow Movers. For Fast Movers, enter a minimum number of units to have been included in outbound orders and set the number of past days to use as the lookback period. For Slow Movers, enter a maximum units value and the number of past days.

  • Include Products with Serial Numbers — Select All, Only products with serial numbers, or Only products without serial numbers.

    Note: including products with serial numbers can make stock takes take longer, so you can separate them into a separate n stock take if desired.

Custom list

Select Custom List to use a pre-defined set of specific products. Select the custom product set from the Custom Product Set dropdown.

Note: Custom product sets must be created before you can select them here

Related Articles
Stock Takes - Spot Checks
Cycle Count Stock Takes - Configuration
On Demand Stock Takes - Getting Started
On Demand Stock Takes - Manage
On Demand Stock Takes - Action On The Mobile App
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