Your Tailored Stocktake Steps

Here are your answers to the Interactive Stocktake Helper. If you want to change any of the answers, you can start the Interactive Stocktake Helper again.

When do you want to do the stocktake? During Business Hours (while trading)
What do you want to count? Storeroom only
How will you count the stock? Fred Mobility

Stock must not be moved between your storeroom and shop during this entire process. Additionally this procedure presumes you have not previously counted your storeroom, so the storeroom quantities counted will be added onto the SOH figures. A stocktake file will be created using Fred Mobility. The storeroom will then be counted using Fred Mobility. Once this count is complete this file will be protected, reviewed and committed.

Overview of Your Tailored Stocktake Steps

  1. Create stocktake file for storeroom with Fred Mobility.

  2. Count storeroom stock with Fred Mobility.

  3. Protect, review discrepancies and commit shop stocktake (Append).

Create the stocktake file for the stocktake

  1. Press F2 to open Fred Mobility.

  2. Press Login.

    Your login information for Fred Mobility should be prepopulated.

  3. Press Stocktake, then press Batch.

  4. Tap New and use the Keypad to enter a Name and Description.

  5. Tap Save.

    The stocktake file has now been created in Fred Office Plus and you are ready to commence counting stock.

Count the storeroom stock with Fred Mobility

Your count must include all stock in your storeroom. Additionally no stock should be moved from your storeroom out to the shop during the duration of your count and until the file is committed in Fred Office Plus.

  1. Scan the item or enter a code for an item you want to stocktake.

  2. Enter the Stock Count and press Enter (on your Fred Mobility device).

    All quantities entered for a specific item append (add together) to the previously entered quantity (subsequent counts do not override previous counts), hence there is no need to add quantities together.

    If too many are counted, or the incorrect quantity is entered, this cannot be adjusted using Fred Mobility. You must go to Fred Office > Assistants > Stocktake and adjust the Counted figure after opening the Stocktake file.

  3. Once complete logout of Fred Mobility and return your device to the charger.

Review Discrepancies, Protect and commit the storeroom

  1. Tap Assistants, then Stocktake.

  2. Right-click to open the Stocktake file.

  3. Set Count Method and choose Append Stock Method.

  4. Review discrepancies.

    The Counted column is what was actually counted in your store.

    The Counted SOH will be added to the item’s current SOH when the stocktake is committed.

  5. If any counted figures are suspected to be incorrect, re-count and edit counted quantities if required.

  1. Tap Protect to prevent any further changes being made to the stock take file.

  2. Tap Calculate. The Data Assistant Stock Take Discrepancy window appears and will show the final outcomes from the stock take count.

If you are not ready to commit your Stocktake (this cannot be undone), tap Cancel, then Unprotect to return to the main Stocktake screen and edit quantities.

  1. Tap Commit.

  2. Tap Yes to commit.

    This cannot be undone.

The Counted SOH will be added to the item’s current SOH quantity.

Next Steps

Stock can now be moved back and forward between your shop and storeroom as required.