Before performing a stocktake, click HERE for more information on the types of stocktakes that can be performed as well as the precautions that you need to take before undertaking one.

Scanning Items for Stocktake

  1. To unlock the PDE swipe up from the lock on the Home screen.
  2. On the main screen, to open the Stocktake program, tap on the red icon.
  3. Tap on the 3 lines at the top left.
  4. Tap on Stocktake.
  5. Scan a barcode. It will save automatically. Each item you scan will add 1 into the counted stock. 
  6. For large quantity items, you can also manually enter information into the Quantity field, if desired.
  7. To bring up the onscreen keyboard, tap near the quantity.

Exporting Stock from the PDE

  1. Tap on the 3 lines at the top left, then tap  Export data.
  2. Tap on Export stock take.

  3. Connect the PDE to the PC with the USB cable.
  4. Drag down the setting menu from the top of the PDE.
  5. (for EDA51) Tap where it says USB charging this device or (for EDA52) tap Android System - Charging this device via USB, then Tap for More Options.
  6. Select File Transfer.

  7. On the PC, go to the Desktop, double click on the icon labelled My Computer or Computer or This PC. If it is not on the Desktop, it may be found in the Windows menu.
  8. Double click on EDA51 or EDA52   (or another name if you have renamed it).
  9. Double click on Internal shared storage then Download.
  10. Right click on the latest StockItems_export.csv file and click Copy.
  11. Left click on the Desktop.
  12. Right click and select Paste.

Importing the Data File into Retailer

  1. From the main screen of Retailer, click on Utilities -> Import/Export Files -> Import PDE File -> Import CSV File.
  2. Click on the yellow folder icon on the bottom-right and navigate to the stocktake file.
  3. In Files of Type: change it to CSV files (*.csv)
  4. If you followed the steps above, you can click on Desktop on the left, then double-click on the folder and then double-click on the StockItems_export.csv  file.
  5. Click Yes to confirm that that is the file you want to import.
  6. Enter the settings as shown in the image below.

  7. Click Save and then click on the Import PDE button.
  8. The Find Stock Screen may appear if an item's barcode cannot be found in the system. Try to locate the correct item or click Add to manually add the item in.
  9. Once the import process is complete, the Import PDE File screen will appear and show a list of imported items. You can click on the Modify or Delete buttons to modify or delete items respectively.
  10. Click on Begin Processing.
  11. Assuming you are at the beginning of a stocktake, click on New
    If you already have an existing stocktake, click on  Existing  and select the particular stocktake for the items from the drop-down box.
  12. The Overwrite Item Quantity screen may appear during the processing if the same barcode was entered multiple times on the same file. In most cases, select Add and click OK.
  13. The figure in m ounted Qty  for the items on the list will be updated with those imported from the PDE.

If you are importing multiple times from the PDE, follow the steps above without creating a new stocktake.

Before scanning more items with PDE

After you are sure the stock has been exported into Retailer, you need to delete the stock off the PDE before you continue scanning.

  1. On the PDE, click on the menu icon (3 lines) at the top left.
  2. Click on Advanced.
  3. Then click Delete all stock items.
  4. Click  OK  to confirm deleting all stock.

DELETING THE STOCK ITEMS CANNOT BE UNDONE.  MAKE SURE THE FILE HAS IMPORTED INTO RETAILER CORRECTLY BEFORE DELETING.

After Importing the Data File

  1. Once the file(s) have been imported, you can check the grid and the quantities.
    NOTE:  The figures in  Counted Qty  can be changed, if required.
  2. When you are ready to finalise the stocktake, click on  Process .
  3. Click  Yes  to the confirmation messages.

Once processed, that particular stocktake is locked and cannot be edited. If you need to fix any mistakes, you can process a small spot stocktake.

Reporting on the Stocktake

To view a discrepancy report for the stocktake:

  • Click on the Report button in the bottom right hand corner.
  • This report will show you all items stocktaked and any discrepancies will show against each item.
  • Use this report to find items that were missed or miscounted during stocktake to reduce your discrepancy.
  • You can also go to  Stock Maintenance -> Stocktake -> Stocktake Discrepancy and use the options to run the report only on items with a discrepancy.

To view a complete stock-on-hand report:

  • On the top menu bar of Retailer, click on Reports -> Stock Reports -> Stock Listing Reports -> General Stock Listing .
  • Select the options based on your needs.
  • Click Preview or Print.