How to assign a stocktake task to the stock taker from the web application using "Manual audit" feature?
MANUAL AUDIT:
The manual audit feature in GoSure helps you to assign tasks to the employees so that they can stock count instantly the items based on the immediate needs. The manual audit feature helps the Inventory manager take decisions related to the inventory wisely and effectively with customized stock count on a regular basis according to the daily stock needs.
With the Manual audit feature, the inventory manager can assign stock count tasks by selecting the stock taker and the location of the stocktake. The stock count tasks can be assigned based on the following,
- Stock's status (Zero stock/ All stock/ Negative stock/ In stock)
- Items
- Subcategories
By clicking on the filter option it is possible to select the items based on the headings given
above
. Once a task is assigned, the stock taker will instantly receive a stock take task notification on the mobile. The stock taker can stock count and submit the same for verification to be done by the inventory manager.
For example, if you are planning to purchase baby care products, and you wish to quickly decide the quantity of the stocks to be purchased based on the stocks available in your store. In this scenario, with the help of a manual audit, you can assign tasks by selecting the subcategory "Baby care products", and assign it to the stock taker for stock counting. Based on the stock count, your decision can be made right by knowing the right quantity to be purchased instead of overstocking.
STEPS:
To assign a manual audit task,
- Log in to the GoSure StockTake web application using the registered username & password.
- Click on the "Manual Audit" menu >> You will be able to find the details of the previously assigned tasks.
- To assign a new task, click on the "Manual Audit" button
- Select the employee (stock taker) & the location
- Now you can filter the stocks to be assigned as a task based on your requirement by using the filter option
- Apply the filters required and click on the "Confirm" button
- Finally, click on the "Send to stocktaker" button, the task will be sent and the stock taker will receive a stock count task notification on the mobile
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