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A stock check is a scheduled physical count of a location, run on the handheld device to verify recorded stock. Schedule the check from the desktop, count on the HHD, then review the results from the Stock tab.

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Schedule a stock check

1

Open Locations

From the left-hand menu, expand Settings and click Locations.
2

Select the location

Tick the checkbox next to the location you want to audit. You can select multiple locations to schedule several checks at once.
Locations grid with a single location selected and the Create Stock Checks button highlighted
3

Create the check

Click Create Stock Checks, set an Expected Completion Date, and click Create.
Create Stock Checks dialog with an Expected Completion Date field and Create button
A new stock check cannot be created for a location while another one is Pending for it. You can confirm the current status from the Stock Checks screen.

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Run the count on the HHD

1

Open Stock Check on the handheld

From the HHD menu, open Stock Check and tap Stock Check by Location. HHD menus are configurable, so your labels may differ from these defaults.
HHD Stock Check menu showing the Stock Check by Location option
2

Scan the location

Scan or enter the Location Code you want to count.
HHD prompt to enter the location code, with PICKTEST entered
If no stock check has been scheduled for the location you scan, the HHD returns No Pending Stock Check found in Location. Schedule the check from the desktop before counting.
HHD error message reading No Pending Stock Check found in Location
3

Enter the product

Enter the Product Code found at the location, then tap Next. The HHD confirms the matched product description before continuing.
HHD Stock Check showing the product code prompt with Back, Next, and Stock Not Found buttons
HHD displaying the entered product code Pickface Test with the product description fff
4

Confirm batch attributes (if applicable)

If the product is batch-tracked, enter the Batch Code when prompted, then confirm the Sell By Date or Best Before Date as prompted by the record.
HHD prompt to enter the batch code for the matched product
HHD showing the Sell By Date and Best Before Date for the batch
5

Enter the physical count

Enter the Physical Count you have in the location and confirm.
HHD prompt to enter the physical count, with the value 35 entered
Batch, Sell By, and Best Before prompts only appear on the HHD when the account flags are set to use those attributes.

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Handle mismatches and exits

If the physical count does not match the recorded value, the HHD shows a warning and offers a second attempt. Only two attempts are allowed before the check fails.
HHD warning that the physical count didn't match the record, with a Count Again button
Once attempts have been recorded, the HHD lets you continue the location, finish it early, or move to another one.
HHD confirmation that stock check attempts were recorded, with Continue Check Location, Finish Stock Check Location, and Check Another Location options

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Review stock check history

From the left-hand menu, expand Stock and open Stock Checks. The grid shows the history of each attempt with its location, product, counts, attempt number, and status.
Stock Checks data grid showing Location Code, Product Code, Batch, Sell By Date, Best Before Date, System Count, Physical Count, Attempt, and Stock Check Status columns
Stock checks only appear in this grid once the count has been started on the HHD. Scheduling a check from the Locations screen is not enough to make it visible here.