On the hand held scanner select option 2 Stock Take. Then scan the item barcode and enter the quantity counted. Repeat for each item/size. It is advisable to regularly download the hand held scanner data to Opex Barcode.
When the data is downloaded from the handheld scanner it will appear in the Stocktake tab in Opex Barcode.
At this stage you have to choose whether you want to transfer the stock count to an existing stocktake list in Opex or create a new stocktake list, which in turn will automatically be added to Opex.
More information about generating stocktake lists in Opex can be found by clicking this link:
https://datatecnix.freshdesk.com/solution/articles/1000197057-stock-taking-procedures
Existing stocktake list
To select an existing stocktake list that has already been created in Opex click on the search icon to the right of the Description field at the top of the screen.
Then either press Enter on your keyboard to view all available stocktake lists or enter the number of the stocktake list in the search box and press Enter.
The stocktake list details will be displayed.
The Items Selected field is the total number of items/sizes that appear on the stocktake list.
The Items Counted field is the number of items/sizes that have a quantity in the stocktake list in Opex, excluding the current data in OPEX Barcode.
Click on the Stocktake list to select it.
If you have selected the wrong stocktake list click the Clear button then repeat the above steps.
Click the Submit button.
The Action column will default to the setting that has been set in the Configuration tab.
For more information about the OPEX Barcode configuration settings click on the following link:
See https://datatecnix.freshdesk.com/solution/articles/11000015773-opex-barcode-configuration
An Action of Replace will overwrite a count that is already in the stocktake list for that item/size in Opex.
If you want to Add the quantity that you have just scanned to the quantity that is already in the stocktake list in Opex click the Add to Count button. The Action will change to Add To. This is very important if you store your stock in different locations.
You can at any stage change a quantity by clicking into the quantity field and entering the new quantity.
You can also delete a line. Highlight the line so it is blue then press Delete on your keyboard. To delete more than one line at a time click the first line then hold the Ctrl key and select more lines. Then press Delete on your keyboard.
The final step is to click Submit. The data will then be transferred to the stocktake table in Opex in Stock > Stocktake.
New stocktake list
To create a new stocktake list for the items that you have scanned, enter a name for the stocktake in the Description field ie Boots then click the New button.
This will create a stocktake list in Opex and allocate a number to it.
Click the Submit button.
The Action column will display Add for all lines.
You can at any stage change a quantity by clicking into the quantity field and entering the new quantity.
You can also delete a line. Highlight the line so it is blue then
press Delete on your keyboard. To delete more than one line at a time
click the first line then hold the Ctrl key and select more lines. Then
press Delete on your keyboard. Alternatively, you can click the Ignore Item button. This will update the Action line to Ignore and that line will not be transferred to Opex once submitted.
The final step is to click Submit. Only the lines with an Action of Add will be transferred to the stocktake table in Opex in Stock > Stocktake.