XBar Stocktake

Modified on Mon, 29 Apr 2019 at 10:52 AM

Step-by-Step Process

From the main menu select Bar Products

Select Stocktake
Select Start a New Stocktake
Select Next

Select from the drop menus the Display, Sub Groups and/or Supplier to stocktake
- In this example we have selected to stocktake premium beer only
- The default All will create a stocktake for all products in all groups
Select Next

A stock Count Sheet is created
- Print and record your actual stock count on this sheet

Continue when the stock count has been completed:

Select Stocktake
Select Enter/Edit details of existing stocktake
Select Next

Select from the drop menu the stocktake previously created (counted)
Select Next

The Stock Count screen will open
- This should match the order of your printed stocktake count sheet
- You can sort by headings e.g. Sub Group
Enter the counted stock quantities in the Quantity column
Select SAVE before leaving this screen

Select NO to complete the stocktake
- You can return to Enter/Edit details of an existing stocktake at any time before the stocktake is completed

Print the Discrepancy report

Before moving on to complete the stocktake you can make adjustments and corrections to product stock levels
Select Stock In/Out

Select the products Display and Sub Group,
- use the positive/negative (+/-) button depending if your adjustment is stocking in or out
Enter the stock Quantity
Select the reason for the adjustment i.e. 'Correction' for making the stock adjustment
Select the Item
Select Save
Repeat for all other required product adjustments

Continue with the stocktake when the product stock level corrections and adjustments have been made:

Select Stocktake
Select Complete an existing stocktake
Select Next

Select the correct stocktake to complete from the drop menu
Select Next

Select Yes to complete the stocktake

Select Yes to print the final discrepancy listing