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0418 679 423
info@solamobile.com.au
Suite 17, 1/488 Botany Road, Beaconsfield, NSW 2015

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Stocktaking - CUSTOM

 

Custom Stocktaking for Pronto

Advanced Stocktaking Flexibility

Our Custom Stocktaking Solution extends the standard Pronto stocktake process, giving businesses greater flexibility, automation, and financial control when performing inventory counts.

Designed for organisations with more advanced inventory requirements, the solution allows stocktakes to be created, managed, signed off, and finalised directly from the Sola Mobile App, while remaining fully integrated with Pronto’s inventory and financial systems.

It provides a more flexible way to structure stocktakes, control variance processing, and manage how stocktake adjustments are reflected in financial reporting.

 

 

Key Features

Flexible Stocktake Freezing

Create stocktakes based on groups of items using attributes within the Pronto Stock Master, such as brand, sort codes, or other classifications. This allows targeted stocktakes for specific product ranges, suppliers, or inventory categories.

Create Empty Stocktakes

Generate stocktakes without predefined items, allowing users to select and count any item directly from the mobile app.

Support for Non-Stocked Items

Include non-stocked items where required, providing flexibility for supplier reporting, tender submissions, or specialised inventory checks.

Controlled Variance Processing

Choose how stocktake variances are handled based on your business requirements.

Report Only
Record and report count quantities without updating stock levels. Ideal for supplier reporting or verification purposes.

Stock Adjustments
Apply stock adjustments and generate controlled General Ledger postings when variances are processed.

Direct Posting from the Mobile App

Custom stocktakes can be reviewed, signed off, and posted directly from the Sola Mobile App, reducing the need to return to Pronto to complete the update process.

Integrated Stock and GL Updates

When stocktakes are posted, the system automatically records inventory movements and generates the corresponding General Ledger entries within Pronto.

Unlike the standard process, this approach provides greater control over which GL accounts are affected when stocktake adjustments occur, allowing organisations to manage how inventory variances are reflected in their financial reporting.

Automated Freeze Reporting

Stocktake freeze reports are automatically generated and distributed to configured email groups, ensuring relevant staff are notified when stocktakes are created and ready for counting.

Scheduled Stocktake Creation

The stocktake freeze program can be scheduled to run automatically as part of nightly, weekly, or monthly batch processes, allowing stocktakes to be prepared without manual intervention.

 

Stock Take List Screen in App

 

 

Business Benefits

  1. Greater Financial Control
    Control which General Ledger accounts are impacted when stocktake adjustments are processed.
  2. More Flexible Stocktaking Processes
    Perform stocktakes based on product groups, classifications, or custom criteria rather than being limited to standard stocktake structures.
  3. Faster Stocktake Completion
    Review, sign off, and post stocktakes directly from the mobile app.
  4. Improved Operational Efficiency
    Automate stocktake freeze creation and report distribution, reducing manual administration.
  5. Better Visibility Across Teams
    Notify relevant staff when stocktakes are created and ready for counting.

For more information contact : info@solamobile.com.au

 

 

 

 

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