Overview
Adding Stocktake Scanning Users is highly beneficial but not mandatory.
If you choose to add a Stocktake Scanning User to a session, SmartSuite will:
a) Automatically notify them by e-mail that they have been assigned to the specified stocktake.
b) This e-mail will also contain a link for the recipient to open directly into the Scan Mode for the specified stocktake. (Avoiding unnecessary navigations to incorrect sessions)
c) It will also automatically provide relevant security to the SmartStocktake widget to the specified user to complete the scanning task for that session.
Adding Stocktake Scanners to your Stocktake
1. Ensure the correct stocktake is active by clicking the icon and selecting the required stocktake from the list.
2. Click the Add User icon from the top of the Stocktake Window.
3. When the Add Stocktake User screen appears, search for the user you wish to add as a stocktake scanner by:
- First Name
- Surname
OR by selecting from the drop-down:
- Classification
- Homeroom
(or a combination of the above)
4. Locate the user in the list and toggle the to a
5. Click the close icon to finish.
Version Information
Version: 2.1.0
Publish Date: 16/07/2018
Publisher: Functional Solutions
Creator: Ishan Fernando
Related Articles
You can also remove stocktake users that were previously added to your stocktake.
Allows you to scan items into your Stocktake.
Allows you to Manage and Report on the stocktake you have done.