Warehouse

Stocktake Help

Operator, event, location, scan, finish, export.

Overview

How the app works

Stocktake is scanner-first. The screen always moves toward the next barcode the warehouse operator should scan: operator details, event, location, then item barcodes. It keeps a grouped working count for speed and a raw scan history for audit checks.

Workflow

6 steps

1. Save the operator

Enter the scanner operator's name and mobile number. The app saves this on the device so scans can be traced back to the person and scanner session.

2. Open an event

Scan or type the stocktake event name. Existing open events appear in the recent events list, so an operator can resume the correct event quickly.

3. Open a location

Scan the location barcode before scanning items. If the location already exists in the event, the app reloads its previous scans instead of starting an empty location.

4. Scan items

Scan each item barcode. Repeated scans of the same barcode increase the visible quantity while the app still keeps every individual scan in the raw audit trail.

5. Finish the location

Tap Finish Location when the shelf, bin, pallet, or zone is complete. The app returns to the location screen so the next location can start cleanly.

6. Exit the event

Exit Event closes the current event session on the device. Use the event again later if more locations need to be counted.

Counting Rules

What operators should follow

  • Use one event for one stocktake job or counting exercise.
  • Always scan the location before scanning item barcodes.
  • If a location is reopened, check the existing item totals before adding more scans.
  • Use View Raw Scans when you need the exact scan-by-scan history.
  • Delete only mistaken scans. Deleted scans stay in the audit trail as deleted records.

Grouped Items

Fast working count

The item list groups matching barcodes together and shows the quantity as a single row. This keeps the PDA screen readable while scanning quickly.

Raw Scans

Audit trail

Raw scans show every individual barcode scan, who scanned it, and when it happened. Deleted scans remain visible as deleted entries.

Exports

CSV download

The Exports page lists events and downloads the selected event as CSV for checking, reporting, or loading into another system.

Resume

Device memory

The device remembers the last operator and open event/location in the browser. If the page refreshes, the app tries to restore that working context.

Quick Fixes

Common situations

Wrong item scanned

Delete the mistaken item from the grouped list, or open Raw Scans to delete the exact scan.

Wrong location opened

Finish the location if needed, then scan the correct location barcode before continuing.

Need to check totals

Use the event summary, location history, grouped item quantities, and CSV export.