Here is how you can do a stock take in ShopKeep using the Opticon Pocket Scanner which you can purchase at shop.shopkeep.com.
1. Run a Stock Item Export and save that spreadsheet to your computer. You can use this sheet to calculate the current value of your inventory in the system and keep a snapshot of the inventory before the stock take.
2. Use the Opticon Pocket Scanner to scan every item in your store. The Opticon Scanner is a counting scanner and will record all the items. Be sure to ONLY scan the ShopKeep Store Code OR the UPC code. NOT BOTH.
3. Once you have completed your count plug in the opticon scanner to your pc or mac using the supplied USB cable. You will need to install the companion software for Mac or PC found here: https://wiki.opticonusa.com/techsupport/en/OPN2003
4. Using the companion software create an export file of all the scans.
5. Using Excel create a subtotal by scan code or use the pivot table feature to roll up to a count by scan code. If you don't know how to do this our Support desk can help at support@shopkeep.com. Excel has a nasty habit of stripping off the leading zeros on UPC codes. We can help fix this on the support desk.
6. Import this file into ShopKeep on the Imports tab to adjust the quantities in your system. If the Imports tab is not available email support@shopkeep.com to have it turned on.
7. Run a Stock Item Export on the reports tab to compare the "after" to the stock item export from before. You will need to do this to calculate the write off using the cost field and the QoH filed.