存货盘点

备注:此功能仅适用于使用 Shopify POS Pro 的商家。

您可以使用存货盘点来清点库存并对库存水平进行调整,以确保库存准确。您可以手动执行存货盘点,或改用条码扫描器。如果您对库存水平进行任何更改,Stocky 会在 Shopify 中进行相同的调整。

本页相关主题

  • 手动执行存货盘点

  • 使用条码扫描器执行存货盘点

  • 部分和完整盘点

手动执行存货盘点

  1. 在 Stocky 中,点击库存 > 存货盘点

  2. 点击 +存货盘点

  3. 为存货盘点命名。在存货盘点类型字段中,选择手动

  4. 输入存货盘点的其余详细信息,然后点击创建存货盘点

  5. 对于每种产品,请执行以下操作之一:

    • 如果产品库存正确,请点击“大拇指向上”按钮。

    • 如果产品库存需要调整,请点击“大拇指向下”按钮,输入正确的库存水平,然后点击更新库存水平

检查完所有产品后,即可离开此页面。

使用条码扫描器执行存货盘点

  1. 在 Stocky 中,点击库存 > 存货盘点

  2. 点击 +存货盘点

  3. 为存货盘点命名。在存货盘点类型字段中,选择条码

  4. 输入进行存货盘点的地点,然后点击创建存货盘点

  5. 扫描每个产品的条码。

  6. 扫描所有条码后,点击创建库存调整,然后确认调整。

部分和完整盘点

默认情况下,新创建的盘点为完整盘点。若要将此盘点更改为部分盘点,请转到遗漏选项卡,然后点击筛选条件。您可以在此处指定筛选条件,以便仅选择一部分产品进行盘点。

“遗漏”选项卡将显示符合所选筛选条件且尚未添加到盘点中的所有产品

如果盘点已结束,但遗漏列表中仍有商品,这表示您的货架中可能遗漏了库存水平为正数的商品。您可以通过选中这些商品左侧的复选框,然后点击计算已选项数量来将此类商品的数量重置为零。

如果您意外扫描了不属于已筛选的部分盘点的商品,该商品会显示警告标记。您可以通过点击右侧的按钮并点击删除来从盘点中删除该商品。

Shopify商户官网原文详情:

Stocktakes

You can use stocktakes to count your inventory and make adjustments to your inventory levels to make sure that they're accurate. You can perform a stock take manually, or use a barcode scanner instead. If you make any changes to inventory levels, then Stocky makes the same adjustments in Shopify.

On this page

  • Perform a manual stocktake

  • Perform a stocktake with a barcode scanner

  • Partial and full stocktakes

Perform a manual stocktake

  1. In Stocky, click Inventory > Stocktakes.

  2. Click + Stocktake.

  3. Name the stocktake. In the Stocktake type, field choose manual.

  4. Enter the rest of the details of the stocktake, and then click Create Stocktake.

  5. For each product, do one of the following:

    • If a product has the correct inventory, then click the thumbs up button.

    • If a product's inventory needs adjusting, click the thumbs down button, enter the correct inventory level, and then click Update Stock Level.

After you review all the products, you can leave the page.

Perform a stocktake with a barcode scanner

  1. In Stocky, click Inventory > Stocktakes.

  2. Click +Stocktake.

  3. Name the stocktake, and in the Stocktake type field choose barcode.

  4. Enter a location for the stocktake, and then click Create Stocktake.

  5. Scan the barcode of each product.

  6. After all the barcodes are scanned, click Create Stock Adjustment and then confirm the adjustment.

Partial and full stocktakes

By default a newly created stocktake is a full stocktake. To change this into a partial stocktake go to the Missed tab and click Filters. Here you can specify filters to select only a subset of your products for doing the stocktake on.

The Missed tab will show you all products that fit within your selected filters and have not already been added to the stocktake.

If you get to the end of the stocktake and there are still items in your missed list then it means you may have items missing from your shelves but have a positive inventory level. You can reset these items to zero by selecting them with the checkboxes on the left then clicking Count Selected.

If you accidentally scan an item that is not part of your filtered partial stocktake it will flag up with a warning. You can then remove it from the stocktake by clicking the button to the right then Delete.

文章内容来源:Shopify商户官方网站