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Stock Take App

Prerequisite​

Please make sure the user has a SQL Drive account. For new users, please contact your SQL Service Consultant to register for an account.

Provide the following user details for registration purposes:

  • Customer's Google E-mail
  • Customer's Full Name
  • Company Name
INFO

Only one(1) SQL Drive account is needed for each company.

Users who already have an SQL Drive account that was previously used for SQL Payroll E-Claim may use that account to log in for SQL Account Stock Take.

1. Stock Take Items List Import​

Before following the steps in the subsections below

1. SQL Account Configuration​

  1. Go to "Tools" > "Options...".

  2. On the Options window, click on "Barcode" > "Stock Take" tab and click on the switch beside "Stock Take" label.

  3. On the SQL Drive window prompt, click "Log in" button.

  4. Click on "Log in with Google" button.

  5. Click on "Grant access" button.

  6. On "Account connected" display, close SQL Drive window.

  7. A Stock Take Share will be set, and the switch will change from Off to On

2. Stock Take Module Initial Configuration​

  1. Go to "Stock" -> "Stock Take...".

  2. On the Stock Take window, click "New Job" button.

  3. On first dialog prompt(Do you want to cancel?), choose "No".

  4. On second dialog prompt(Do you want to continue?), choose "Yes".

3. Stock Take App Import​

  1. On the Stock Take app home page, tap on "Update Items List" button(located to the left of "Update Items List" label).

  2. On "Import Options" page, users can change the device name by tapping on the edit box next to the label "Name:", which is optional. The device name will be displayed on SQL Account to help the user identify which device uploaded stock take result and its content

  3. Tap on "Network File Transfer" button.

    • For devices without a Stock Take share profile set, a QR code scanner will be shown. Proceed to scan the QR shown in SQL Account Stock Take window.

    • For devices with stock take share profile set, the import process will begin immediately.

2. Sync Stock Take Result To SQL Account​

Sync stock take result from Stock Take app to SQL Account to perform stock adjustment on SQL Account

  1. Stock Take App Upload

    1. On the Stock Take mode page, tap on "More Options" button.

    2. Tap on "Export/Upload" button.

    3. Choose option "SQL Stock Take Import File".

    4. Tap on the "Upload" button.

  2. SQL Account Sync

    1. Go to "Stock" -> "Stock Take...".

    2. On Stock Take window, click on "Refresh" button.

3. Reset Connection Profile​

User may want to reset Stock Take share profile on Stock Take app as user would want to switch to different Stock Take share profile.

note

Stock Take share profile refers to one(1) company only

Resetting company profile will require user to scan QR code on SQL Acoount Stock Take window and update items list. To reset Stock Take share profile:

  1. On Stock Take app home page, tap on the "Update Items List" button (which is located to the left of "Update items List" label).

  2. On "Import Options" page, tap on the "Reset Connection Profile" button (which is located to the left of "Reset Connection Profile" label).

  3. When prompted to proceed with resetting the connection profile, tap on the button "Yes" to continue.

  4. Once done, tap on the "Network File Transfer" to add a new Stock Take share profile and update items list (Follow steps in Stock Take App Import, specifically steps 2 and 3).