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    Cloud POS - Using the Stocktake App

    How to use the Citrus-Lime stocktake app to import a file into Citrus-Lime Cloud POS


    First, open the email sent from the Stock Take App and save the attached CSV file to your computer.


    Navigate to Stock Management > Stock Take. This will then take you to the stocktake screen and show all of your previous stock takes;

    Click New to begin the creation of your stock take;

    Create your own unique Code and add it to the code field. Enter a Description and select the Store at which you are completing the stocktake, from the drop down menu;

    There are three options when importing a stock take:

    1. Create a stock take with all items. This should be done for a full storestock take only. 

    This will give you a list of all items in your database, when you import your stocktake file, the quantities of the items you scanned will be added and all other items will be left at zero. When you commit the stock take, items scanned will be set to the scanned quantity, all other items will be set to zero. 

    Select the 'create with all products' option when creating this stocktake

    Jump ahead to 'importing your file' section below


    2. Create a stock take and add multiple items

    This allows you to add a selection of products by department, category, brand etc. using custom filters. 

    When you import your stocktake file, the quantities of the items you scanned will be added and all other items will be left at zero. When you commit the stock take, items scanned will be set to the scanned quantity, all other items will be set to zero.

    Leave unselected the 'create with all products' option when creating this stocktake

    Your stocktake will be created and will open. Now select add items in bulk

    Use the filters to find and select the items you wish to add. You can add items in bulk by filtering the ticking the checkbox in the top left corner.

    once you have selected all the required items, click ' add items to stocktake.


    Jump ahead to 'importing your file' section below

    3. Only change the quantities of the items you scanned

    Importing you file into a blank stocktake will add all of the items you scanned with the quantities that you scanned. 

    When commiting you will change the values of only the items you have scanned.


    Leave unselected the 'create with all products' option when creating this stocktake

    Jump ahead to 'importing your file' section below



    Importing your file

    To import your file, on the open stocktake screen click 'Import'


    Select the two top options on the file import pop up

    Click browse and choose the file you previously saved onto your computer as instructed above. Then click upload file.

    The import will now populate the counted field in the stocktake.

    You can now click Calculate, this will take you to another screen that shows any discrepancies;

    On this screen if you are happy with the discrepancies you can click Commit, this will then set the quantities on your system to match those counted, or you can click Recount to take you back to the previous screen and count again and make adjustments.

    NOTE: in order to commit a stock take you must select a reason code for discrepancies, to be reported on the item movement report for future reference. This can be set for the whole stocktake using the apply reason code function. Simply pick a reason code from the list and click 'apply'. 

    If you have no reason codes setup you will see the below message. 

    You will be required to create a reason code, before commiting. Learn about setting up reason codes here.




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