To perform a Stocktake you will first navigate to the Stocktake page by selecting the arrow on the right of the Parts option and selecting Stocktake in the options that appear.
There will now be a yellow circle with a plus in it that will open the new stocktake form.
When you begin your stocktake you will see fields for Reference, Location, and Item Search. A list of all the items currently listed in inventory for the selected location will populate. You will also have the option for Configure Scanner which will have the necessary barcodes for setting up your scanner. More information on that can be found here.
You can add additional items in the Item Search and selecting the part from the dropdown that appears.
If you're using the scanner, scan the item to automatically populate the item into the Stocktake.
You will enter the amount of items counted in the "Counted" column. This will automatically update the Difference column.
If you're using the scanner, scan the item and the count field will automatically update.
After completing your stocktake select the Save and Apply option. If the stocktake is not complete and needs to be saved for later, select the Save Draft option.
Additional Points:
You can Set Items not Listed on the Stocktake to "0" by selecting the checkbox before saving
You can download a Printable version of the Stocktake List to perform your physical count and reenter it at a later time in Omega.
You can use a .csv file to populate the Stocktake. (Look near the bottom of the Stocktake page)
It doesn't matter if your .csv file has a header row or not — header rows are detected and skipped automatically
Your values must be in this column order:
SKU, Brand, Note, Counted, Part Location, MOHOnly SKU and Counted (the 4th column) are required — Counted must be 0 or greater, and rows missing either value are skipped
Any other value can be left blank (for example, if you don't track inventory by brand or don't want a note), and trailing columns can be omitted entirely — a four-column row of SKU, Brand, Note, Counted works fine
Example row with brand and note:
FW02354GBYN,PGW,brand example,2Example row without brand or note:
FW02158GBNN,,,1Optional: a 7th column can override an item's cost. It is only applied when your file includes a header row and the 7th column's header is named Cost Override
Tip: the Download CSV button exports your current stocktake in exactly this format, so you can count offline, fill in the Counted column, and re-upload the file
Example CSV file
SKU,Brand,Note,On Hand,Part Location,MOH
CFK-1747-09,,,3,Bin 1,null
DW01230GBNN,FYG,,4,Bin 2,5
DW01749GTYN,,,5,Bin 3,3
FW02000GBNN,,,5,Bin 3,null
FW02717GBYN,,,5,Loc 4,3
FW03473GBYN,,,7,Loc 4,null
RSK-1659,,We have lots,20,Bag 4,3