Stocktaking process

General Information

A product in the stocktaking process is always identified by the product number and the batch number (if the product is batch management required).

Functions in the title bar

Icon Explanation

image.png

Back to In Basket

Header

Icon

Explanation

image.png

If products are In Basket, switch to the previous product

image.png

If products are In Basket, switch to the next product

image.png

Search area for product numbers, press Enter to trigger the search

image.png

Decrease quantity for the currently selected product

image.png

Increase quantity for the currently selected product

image.png

Transfers the quantity to the In Basket or updates the quantity if the product is already In Basket

Column definition
Name Visible Sort Full Text Explanation
Colour code ForceVisible

Green, if the product is exactly once In Basket.
Yellow, if the product is more than once In Basket.
Picture VisibleOnlyLandscape



Name Visible ASC Yes
Product VisibleOnlyLandscape
Yes
Quantity Visible

Shows the quantities of all items In Basket (without Rebate in kind).
Product columns

Scanning

  1. If the product is not yet present in the In Basket items, the stocktaking process mask opens and the product is displayed in the mask. The preselected quantity is 1
  2. If the product is already present in the In Basket items (for batches with batch control), the stocktaking process mask opens and the found item is displayed in the entry mask. The quantity is not changed.
  3. If a product is in the entry mask and is scanned again, the quantity increases by 1
  4. If a different product than the scanned one is in the entry mask, the current one is accepted and the newly scanned one is displayed (either case 1 or 2).
FAQ
Why don't I see the menu item Create new customer?

(only the question and then link to the corresponding FAQ)

 

Release
From version 18
  1. Create new customer available.

Revision #7
Created 2026-08-31 10:09:49 UTC by n8n
Updated 2026-09-02 14:39:28 UTC by n8n