Stocktakes are essential to most businesses as they contribute to the smooth operation of the business. This means that one way or another someone is going to have to perform regular stocktakes and as a result gather the information you need to continue running the business profitably.
Although the world has moved into the digital age, so many businesses still use pen and paper to carry out stocktakes. This carries with it deficiencies that can lead to uncounted stock, which in time can be a waste of time and money.
We’ve all carried out a stocktake before – for myself, when I was in high school I worked at Coles. I was given a pad and pencil and told to walk up and down an aisle counting cans of fish and chicken. I learnt two things;
I wished I had something like MEX on my phone back then.
After reading this article, you won’t need a pad and pencil. You won’t need to write down any barcode numbers. No one is going to have to try and read your horrible handwriting and then enter it into their MEX system.
Introducing MEX Stocktakes. With barcode scanning and instant data entry, stocktakes have never been so easy.
Let’s get started.
Creating a new stocktake in MEX is easy.
Entering each item individually is going to take some time. Luckily there is an easier way to do this;
You have created your stocktake, now let’s move on to carrying out the stocktake on the MEX iOS CMMS app. With MEX iOS open
As you walk around the store going from item to item, the search bar becomes your best friend. You can either
We’ve touched on setting up and scanning barcodes before so check out this article: Barcoding in MEX with the MEX iOS App
NB: You have probably noticed that in the count column there are fields which are completely blank. This always catches people out - when a stocktake is processed, if the count is blank it will skip that item all together. If the count is zero however, that means it will process that stock item as having zero stock on hand.
Once you have a count for an item, you can enter either directly into the count field or use the plus and minus symbols next to the text field. If the count field is blank and you click plus it will set the count as the current stock on hand plus one and vice versa for minus.
After you’ve finished counting all the items, just hit process. This will create a stock adjustment transaction for each line that has a count and adjust the current stock on hand accordingly.
MEX Stocktakes are also available in a disconnected state through the MEX Go Mobile feature on the MEX iOS app. It’s just as powerful as the connected version, you still have access to barcode scanning, only you can perform your stocktake well out of network range. Just remember to sync when you’re done! We have a great video which looks at Go Mobile in depth: Exploring the MEX iOS Go Mobile Feature
That’s all there is to know about creating a stocktake in MEX and carrying it out on the MEX iOS app.
If you have any questions about Stocktakes in MEX or any other topic covered in this article please contact the MEX Support team at firstname.lastname@example.org or call +61 7 3392 4777.
Author Maitland Marshall