8.10. Stock Take Entry/Report

This option allows you to update Equity's Stock on hand figures to actual Stock on hand. This is usually done at End of Financial Year, but can be done throughout the year for tighter stock control. You can print out a stock-taking sheet from the Stock Reports option.

When this option is selected a screen will be displayed offering two options.

Using a Tricoder A Tricoder is a portable hand-held data entry device. Equity directly supports the output of the Tricoder via a keyboard wedge. This field defaults to `No'. If you are using a Tricoder enter [Y]. Equity expects all further input to come from the Tricoder.

Note : If you have large numbers of stock items you may find that using a Tricoder will greatly simplify your stock-take requirements. For more information regarding Tricoders please contact your nearest Equity dealer or Microshare Systems direct.

Print Variance Report This report lists any discrepancies between the quantity on file and the stock quantity entered in the stock-take. This field defaults to `No'. If you wish to print this report at the end of the stock-take enter [Y].

No. Copies If you are printing out a Variance report you can enter how many copies of the report you require. This field defaults to `1'.

[F3] Allows you to change the default printer. You can print to any printer on the system, a file or to the screen. Make sure the target printer is on and ready as the report is generated immediately after the last stock-take entry has been entered.

When you have entered the above information a screen will be displayed that allows you to enter a stock-take entry,

Enter a Stock code by either typing it in, by pressing [F2] to pop-up a list of Stock Items or by pressing [F3] to pop-up a list of Stock Items by Supplier Code.

Once you have entered a Stock Item, the item's description and Stock on Hand figure will be displayed. If the actual on hand differs from the Stock on Hand quantity, enter the new quantity and press [Enter].

A message will be displayed "Press Enter to Accept". If you are satisfied with the entry press [Enter]. The screen will then be cleared for another stock-take entry.

If you need to edit the entry press [Esc] and enter the corrections.

When you have finished entering the whole stock-take press [Esc] on the Stock Code field. If you have requested a Variance report this will be immediately printed out on the specified printer.

You will then be returned to the Stock Maintenance Menu.