MX: Qdoba: Stock Counts

Overview

Inventory management has a direct impact on the profit and loss of a store. Stock Counts help guide you to complete the process in an easy to view format, using a mobile device. Regular and accurate inventory counts ensure you have the correct amount of stock on hand.

Best practices for Stock Counts are as follows:

• Stock Counts should be performed regularly using a mobile device 
• Spot Counts can be conducted on a few select number of high risk or high-value items 

System Icons  

Fig.1 - System Icons

Navigating to Stock Counts 

Work Flow Navigation

• From the Work Flow, select the Daily Stock Count task

Fig.2 - Work flow navigation

• A login screen will display, enter your credentials and select Login

Fig.3 - Workflow Navigation

• Select the Menu icon
• Select Inventory Count, then select the appropriate count option

Fig.4 - Work flow navigation

Menu Navigation

• From the Menu tab navigate to the Counts tab, select the appropriate count option

Fig.5 - Menu navigation

• • A login screen will display, enter the credentials and select LOGIN

  

  Fig.6 - Menu Navigation

The system will automatically route to the option that was selected in the Menu after successfully logging in.

Mobile Navigation

• Log in to the ‎MacromatiX mobile site as shown in Fig.6 and from the left side menu select Inventory Count, then select the appropriate count option

Fig.7 - Mobile navigation

Completing a Stock Count

• Follow the steps above to navigate to your correct stock count type
• The screen will refresh and on the left panel you will see a list of stock locations with the total amount of inventory items stored there

Fig.8 - Stock locations panel

• • Shaded in gray is the location that you are currently counting items in
  • The number inside the square icon (as highlighted in Fig.9) indicates how many items are still to be counted in that location
  • The color of the square icon indicates the current result of the count in this location
    • Green: Indicates that all items are counted and the results are within the store tolerance level

Fig.9 - All items counted within location

• • • Orange: Indicates that one or more items are still needing to be counted (including partial) and no items are out of tolerance yet

Fig.10 - Partial items counted within location

• • • Red: Indicates one or more items are out of tolerance

Fig.11 - Items out of tolerance within location

• • • The main screen panel will display inventory items from the location that is shaded grey

Fig.12 - Inventory item display

• After visually counting the item, enter the amounts in the Base Unit field. Be sure the quantity entered is in the matching unit of measure listed on the item

Please be aware of using 0. Entering 0 means there is 0 amount left of this item. Leaving the field blank means you have not counted this item yet. 

• Once you have counted all items, select the ACTIONS button on the upper right-hand side and select one of the following 4 options

Fig.13 - Actions menu

• • Submit: This action will show you a summary of the count. You can choose the apply date and time and finalize the count by selecting Submit Count

Fig.14 - Finalizing the count

• • Save: If you wish to finish the count later, this will save the amounts you have already entered for this count
  • Review Count: The review count shows you the inventory values in a summary prior to applying the count to the system. This provides you with a sanity check before submitting the count

Fig.15 - Review count display

• • • To return to the count after viewing this screen, select View Active Count
  • Delete: If this option is chosen a confirmation box will appear and you can select to delete the count and it will not be applied

Searching for an Item During a Stock Count 

• When completing an inventory count, you can see a Search Items field above the locations panel. Use the tab located above the search field and choose to search by location, items or groups, then begin to slowly type an item's name into this field. The items with those letters in them will appear

Fig.16 - Item search field

• Select the requested item from the search suggestions and it will then show you the search results for where this item is located

Fig.17 - Search results

When using the search feature during an inventory count, you will only be able to search the items that are listed to be counted for that frequency.

• By selecting the location, you will see that specific item appear in the main panel for counting
• To return to the count, select the X button on the search field and the count will appear again

Fig.18 - Cancelling search

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