Mobile Stocktakes

Marlin GTX enables users to conduct and manage physical stock counts using the Marlin mobile app.

The Marlin mobile app streamlines the stocktake process by enabling users to:

• Enter, update, or remove product counts
• Sync product information to GTX in real-time
• Filter by counted, uncounted, or recount items
• Add existing or unknown products
• Scan barcodes to add or find products
• Review products marked for recount in GTX

Initialising Mobile Stocktakes

If there is no active stocktake in GTX, the Stocktake module will display a pop-up prompting the user to initialise a new stocktake.

To initialise a mobile stocktake:

• Select the Mobile Stocktake toggle
• Select Recorders from the drop-down menu that appears below
• Tap OK

The Add Range pop-up will open:

• Select product ranges as usual
• Click Proceed (bottom-right)

Once initialised, all users logged into the GTX system in the app will see the mobile stocktake when they open the Stocktake module.

Adding Mobile Counters

Product lists can be broken up and assigned to different counters, when using mobile stocktakes.

Once a mobile stocktake has been initialised:

• click on the Add Products button at the top of the Stocktake list

In the Manage recorders pop-up that opens:

• Tick the relevant Included in Stocktake checkboxes
  
• Click Ok

Assigning Products to Counters

Once a mobile stocktake has been initialised:

• click on the Add Products button at the top of the Stocktake list

In the Select Recorder pop-up that opens:

• Use the Recorder picker to select the counter you want to assign the products to
• Click Ok

Use the pop-up to select a range of products to assign to the selected counter.

These products will be added to the stocktake list and will appear in the mobile Stocktake app for the assigned counter (and not any others).

Additional products can be assigned to other counters (one at a time) by clicking on the Add Products button again, selecting the counter and adding a different product range.

The number of counts assigned to each counter can be checked by clicking on the Manage Recorders button at the top of the module window.

Currently, there is a bug where you have to tick the selected counter then close and re-open the manage recorders window before it will update the assigned counts

Mobile Stocktake Counts

To open the Stocktakes module in the Marlin Connect app:

• Tap on the menu button (three lines, top-right)
• Select Stocktake

You will be prompted to select the Default Stock Counter.

To enter a product count:

• Tap the count box next to relevant products
  • Tap Enter/Go on your device, otherwise the count will not be recorded
  • If there is no stock on hand: You still need to enter 0 for the count

You can also tap on a product to open the options pop-up (above right), which can be used to:

• Enter or update the count
• Add a comment

Filtering Stocktakes

Tap the Filter button at the bottom left to open filter options.

Tick the relevant checkboxes to include products that are:

• Counted Stock
• Uncounted Stock
• Marked for Recount
• Then tap Save

Refresh the stocktake list (swipe up) to apply filter options.

Adding Existing Products

To add a product from the existing GTX catalogue:

• Tap the Add button at the bottom-right of the stocktake list
• Select Existing Item

The Search pop-up will open:

• Tap the Search By button at the top
• Select a search method
• Enter search terms in the field to the right
• Tap the blue Search button below

Adding Unknown Products

To add an unknown product:

• Tap the Add button at the bottom-right of the stocktake list
• Select Unknown Items

The Add Product pop-up will open:

• Enter product information
• Enter stock count and any comments
• Tap Save

Barcode and QR Code Scanning

If barcodes have been set up in GTX, you can also quickly select and add products by using the camera to scan product barcodes or QR codes on capable devices.

Scanning a product’s QR or barcode will:

• Take you to the product in the Stocktake list
• If the product is not in the list, it will search Marlin GTX
• If the product is still not found, you will be prompted to add a new one

Completing Counts

Once all of the counts have been entered:

• Tap the Completed icon at the bottom-right of the stocktake list
• The Complete Stocktake pop-up will open
• Tap the Complete button to confirm

The count will be marked as complete and can be reviewed and finalised in GTX, as usual.

Finalising Mobile Stocktakes

Main > Products > Stocktake

Item counts and additions update in real-time within the Stocktake module in Marlin GTX.

Once the mobile stocktake is complete, it can be reviewed and finalised in GTX as usual.

Unmatched Products

Products added to a mobile stocktake that do not match those in GTX will be highlighted in red.

To resolve unmatched products, click the Match button at the top of the module window.

You can then select an existing product or enter a new one.

Product Recounts

If there are suspected discrepancies with a mobile product count, then products on mobile stocktakes can be marked for recount.

To mark a product for recount:

• Click in the relevant Recount Pending column
• Press Y on the keyboard (to change "n" to "y")
• Confirm the pop-up

These products can then be double checked in the mobile app by:

• Taping the Filter Products icon
• Selecting Marked for Recount