How to perform a daily stock take:

Stock take needs to be performed by the manager/ Shift manager on duty twice per day. Once
in the morning before the store opens for business and then again in the evening just before the
store closes.

A normal stock take involves 4 steps.

1. Pulling the serial and quantity stock reports.

2. Ticking off the stock as you check them.
3. Signing the reports.
4. Sending off the reports to appropriate persons.

Pulling the serial and quantity stock reports

1. Open the Store Operations Manager tool.

2. Once Store Operations Manager is open click on the reports button which is located at
the top navigation bar. Then select Memorized.
3. Then a new window will open. In this wind highlight item quantity list and then click on generate.

4. Another window will then open with some options on it. All the correct options should have already
been memorized and so it wont be necessary to change anything. Just click OK.
5. The report will then open. Click on the description tab to sort the items in alphabetical
order. Then click on the printer icon in the top right corner to open the printing options.

6. A print preview window will open. Click on the change printing properties icon and
change the orientation of the print to portrait. Then click on the printer icon and print out
the report.
Ticking off the stock as you check them

Next you will need to tick off the stock as you count them.
For the Quantity list you would need to only count the total amount of each device on the list.
For the accessories you may just count the total amount of accessories and make sure it
matches up with the total amount on the list. Any discrepancies must be noted on the list and
your branch manager must be notified.

For the serial stock take you must read the last 4 digits of each IMEI of the serialized items in
the cage and tick them off on the serial list.

It is very important that both lists are checked accurately as they sometimes reveal
discrepancies between the two or errors involving incorrect IMEIs being booked out.

Signing the reports

The reports must then be signed by the manager that performs the stock take and scanned in.
Sending off the reports to appropriate persons

For morning stock take:

The signed reports must then be mailed to Our stock manager and your regional
manager and branch manager needs to be copied into the mail.
The reserved stock tracker must also be attached to the mail.

(An in depth explanation of updating the reserved stock tracker will be given on a separate
instructional)

For evening stock take:

The signed reports must be attached to the mail that we send with the rest of our day
end docs. On the evening stock take we will also mark any reserved items on our serial
list so that we can use that to update our reserve tracker for the next morning.