Viewing a Stocktake

How to view a stocktake from the Ramp Web Platform

Navigating to Stocktakes

1. Open the Ramp Web Platform via the following link and login using your given credentials.
   https://locafi-retail.com
   
   
2. From the navigation menu on the left-hand side, open the Items group followed by Inventory List/Inventory List.
   
   
3. The Inventory list will be shown, which lists all the stocktake records that have been performed. 
   
   
4. Clicking View beside the wanted stocktake will take you to a page which lists the different details specific to the inventory as well as the current stocktake records that have been scanned and uploaded against the inventory. 
   
   
   
   
5. The fields shown are as follows:
   
   
   
   

   Field	Description
   Inventory Place	Shows the place where the stocktake is being performed at.
   Inventory Type	Lists the type of stocktake that is being performed. The value for this field includes: Standard SKU Group Custom SKU Consolidated Inventory
   Status	Shows the current status of the inventory.
   Inventory By	Shows who the stocktake is being performed by.
   Date Started	Shows the date and time the inventory was started or created.
   Date Completed	Shows the date and time the inventory was completed.
   Source Inventories*	Only applicable to Consolidated Inventories. Lists the different source inventories that will be consolidated under the Inventory Place.

1. Expected Items lists all the items that were originally in the inventory place that have been marked as seen during the inventory process.
   
   
   
   
2. Missing Items lists all the items that were originally in the inventory place that have been marked as missing as they have not been seen yet during the inventory place.
   
   
   
   
3. Unexpected Items lists all the items that were not originally in the inventory place but have been marked as seen during the inventory process.
   
   

Inventory Transactions

The Inventory Transaction Tab, found at the top of the screen, lets users quickly view the history of transactions that have been made against the inventory. These transactions include when the inventory started, timestamps of snapshots of tags that have been uploaded and validation comments if validation is being enforced on the stocktake.

Exporting and Reporting

Exporting

Clicking on the Export button in the top right of the screen allows you to export the stocktake in multiple forms:

1. CSV - Unique Items will export a csv file containing every unique SKU scanned with all its details in the following columns.
2. CSV - Sku SOH will export a csv file containing SKUs with the missing, expected and unexpected quantities for that SKU group.
3. PDF will export a PDF file using a premade template that is selected after clicking PDF.
4. For Shopify will export a csv file using a template made for importing stocktakes into shopify.
5. For CIN7 will export a csv file using a template made for importing stocktakes into CIN7.

Reporting

Clicking on the Report button in the top right of the screen allows you to create a report using the stocktake in multiple forms:

1. Validation Record(s) will generate a report containing variances as percentages and statuses as failed or passed with quantities scanned and expected for each SKU. This is useful for validating and comparing records quickly.
2. Variance - External will generate a report based on the expected count in the scan compared to the scanned count and displaying a variance of these two columns.
3. Variance - Previous will generate a report based on the previous count in the location compared to the scanned count and displaying a variance of these two columns.
4. Variance - Combined will generate a report based on the previous count in the location compared to the scanned count and displaying a variance of these two columns. It will also display a combined column.
   
   

Reports can also be filtered and sorted:

1. Clicking the header of a column will sort that column by ascending order. Clicking that column again will sort it by descending order. To remove the sort, click it a third time. The order will be indicated by a small arrow below or beside the header of the column (up arrow for ascending and down arrow for descending).
2. Clicking on the boxes in the second row of the table will allow for keyword  filtering. Type however many words of title necessary to filter that column.