How to set up a Store for Stock take

By the end of this article you will be able to:

• Set up a store.
• Set up the stock groups
• Add the stock groups, stock take dates, and outlet
• Configuring the unit measurements

To set up a Store

To start using the HART stock feature you first need to ensure that you have a store(s) set up in HART PMS to do this navigate to Configuration > Materials. By right-clicking and adding an entry fill in all the relevant information.

• Store code: free type a store code
• Store name: free type the store name
• Active: tick here to make the store active
• Reopen Password: free type a reopen password if you wish to allow stock takes to be reopened
• Allow backdates: tick here if you wish to allow backdates to stock
• Days: free type how many days you wish to allow backdates
• Allow ad-hoc: tick here if you wish to allow ad hoc stock takes
• Access theoretical: tick here if you wish to see the theoretical figures on the stocktake
• Active only: tick here if you only wish to see the stock that is active for example display only items with existing stock or transactions or no zero stock.

Press save or F3

Set up the stock group(s)

Navigate to the Stock tab and by right-clicking and adding an entry free type the name of the stock groups in the top window and a subgroup in the bottom window. 

Add the stock groups, stock take dates, and outlet 

Navigate to the Details tab and choose the stock group(s) you wish to link to the store on the left-hand side by choosing them from the drop-down box. Add in your stocktake dates in the Stocktake date window and lastly add in the outlet where you wish the stock for this store to be counted from.

Configuring the unit measurement

Navigate to the unit tab where you will see unit measurements.  These are the unit measurements that are applied to items in the unit section under Material > items.

It is important that you check each unit measurement is correct, so the stock is counted correctly.

If you need to add any units you can do so by right-clicking and adding an entry.