AugTool Documentation
Stock Take
The problem with many stock take processes in systems is that you have to close your warehouse or stop business to start and complete your stock take. With Augtool's live stock take you can continue operating and do a stock take without it interfering with operations.
We accomplish this by recording the start date and time of the stock take on the excel document. When you upload the stock take to make it official, it then records the exact date and time to the second in the excel file of the unit count entry. The system then will take into account any transactions that may have happened during the time you started the stock take and uploaded the stock take. The system then analyses the figures you entered and compares it to what the system thought the count should have been at that exact time to work out the difference.
Creating a stock take
As you can see above we have a 2 stock takes 1 that is completed and 1 that is started (or in progress).
Creating a stock take is simple. All you need to do is click on create and decide which warehouse (if you have multiple warehouses), set the Stock adjustment account and click on submit.
After creating a stock take, it will put the stock take in DRAFT status, you can then add items with the popup model. With this you can add one or many items and search for items per category.
When you have selected the items for a stock take, you can click post if the stock take is planned to start later or you could click on start to start the stock take immediately.
It is also possible to export the stock count to excel and enter the unit count on the excel. Note that the excel has been setup to automatically record the time a quantity is entered. The system will automatically records the time stamp of the new count for the upload as you see below.
The user only has to fill in counts into the New Unit column.
These new units and their relevant time stamps will then create an adjustment for that unit based on the number of units the system had at that time.
You can export and import on the posted stock take with the export and import button at the top.
As you can see below after the import the new units are inserted and the timestamp. It is not advised to change the figures here because you will essentially be changing the New Unit figures at that TimeStamp. 
After you have completed the stock take, you can view the stock movements on the stock take as below.
A good report to look at while doing stock take is the stock level report.
Please note. Once a stock take has been completed, it cannot be rolled back to draft.