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How to take stock

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Written by zeevsupport support

Zeev supports stock taking at both Item Level and Batch Level.

Batch-level stock taking is recommended only when the number of items is relatively low (typically less than 1,000 items). For larger inventories, batch-level counting can become time-consuming and difficult to manage.

Stock counting is performed using the Zia Stock Update Android mobile application. A configuration toggle is available to enable batch-level stock taking when required.

Once the counted stock is updated through the mobile application, the entries will be available in the Stock Update menu for review and processing.

Stock Taking Options

Stock can be taken in two ways:

  1. Live Stock Taking (while the store is operational)

  2. Closed Store Stock Taking (after temporarily closing store operations)


Live Stock Taking

Use this method when business operations continue during stock counting.

Steps

  1. In the Stock Update menu, clear all existing stock requests and create stock update requests for all items.

  2. Count and update the stock for the items in the mobile app.

  3. For all remaining open requests that were not counted, set the stock quantity to 0.

  4. Review discrepancies at the category level to identify variances.

  5. Update the inventory with the final counted stock quantities.


Closed Store Stock Taking

Use this method when the store can be temporarily closed for a full physical inventory count.

Steps

  1. Take a backup (dump) of the current real-time inventory.

  2. Reset all stock quantities to 0.

  3. Delete all existing stock update entries.

  4. Perform a complete physical count of all items in the mobile app

  5. Update the inventory with the counted stock quantities.

  6. Verify the results using the Real-Time Inventory Report.

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