Retail Stocktake Procedure

Here is how the retail stocktake procedure is performed using QuickDraw Stocktake.

Open the program on the host computer and setup the count. Enter the store name, the date of the count, and how many fixtures are to be counted.

This will generate a PDF file of fixture header labels. Attach these to the fixtures around the store, designating meaningful names as you go.

The first manual count can now be performed. Ask your staff to count the number of line items and overall items that are on each fixture.

For instance, if the fixture is a shelf with 3 cups and 2 plates, the line count would be 2, (the cup sku, and the plate sku) and the overall count would be 5.

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