Stocktakes Online
User manual · Australia
Open the portal

Moving a warehouse

Everything in one building is counted out, everything is counted into the other, and the two counts are compared part by part. This page is the whole job in order: every step, every question you have to answer to carry on, and the three points that cannot be undone.

A move is a stocktake at both ends. The count that empties the old warehouse is your stocktake, and the count at the new one proves what arrived. You need two starting files — your bin locations for each site and your parts list — some scanners, and the people to use them. Nothing is installed on your own systems and nothing in your accounts changes.

Something you do A question — answer it to carry on Cannot be undone Done The answer that carries on Stop and fix this first

Read it top to bottom. Every question here is also asked by the portal: if the answer is not the one that carries on, the button is greyed out, or the portal refuses and says why. In the examples, everything in Rydalmere (RYD) is moving to Kemps Creek (KEM).

0Choose the job

One job at a time, from start to finish.

Do

Open the Stocktakes tab. Under Start something new there are two buttons: A stocktake and A warehouse move.

If a move is already set up, they are not there. The tab says instead: “A warehouse move from Rydalmere to Kemps Creek is set up. Nothing else can be started until it is finished, or cancelled while nothing has been counted.”

Are you emptying one warehouse into another?

No Press A stocktake — you are counting what is on the shelves. See Running a stocktake.
Yes Press A warehouse move and carry on below.
The Stocktakes tab with nothing open: an empty stocktakes table, and under Start something new the two buttons A stocktake and A warehouse move.
Start something new: the same two buttons as the top of this manual. With a move set up they are not shown at all.

1Is everything ready?

The first heading on the move form. The portal answers these five questions for you, in this order.

The portal shows you

Under 1 Is everything ready?, the five questions below, each with a tick or a cross and the reason: “Yes — Rydalmere has 6 bin locations”, “Yes — 20 parts”. A cross comes with a button to the tab that fixes it. Questions 3 and 4 wait until you have chosen the two warehouses in phase 2.

Set up the move stays grey until all five are a yes.

1Is anything already running?

Yes Finish the open move, or close the stocktake that is counting. It can be at any site in the company.
No Carry on.

2Are there at least 2 sites?

No Add the new warehouse on the Sites tab. Its code (for example KEM) is what operators type on the scanner to sign in. See Setting up.
Yes Carry on.

3Does the old warehouse have at least 1 bin location?

No Load its bins on the Bin Locations tab. The button beside the cross opens that tab on the right site.
Yes Carry on.

4Does the new warehouse have at least 1 bin location?

No Load its bins. One bin such as RECEIVING is enough: the move compares part totals, not bins, and putting stock away into its real bins comes later. See Parts and bin locations.
Yes Carry on.

5Is the parts list loaded?

No Load it on the Parts tab. A scanner refuses any barcode that is not on it. Parts belong to the company, so one list serves both buildings.
Yes Ready. Go to phase 2.
Phase 1, Is everything ready?, with all five questions ticked: nothing already running, 2 sites, Rydalmere has 6 bin locations, Kemps Creek has 7 bin locations, 20 parts loaded.
All five answered before anything is set up. Questions 3 and 4 wait until both warehouses are chosen in phase 2, then name them.

The new warehouse starts with no bin locations, and that is the step people miss. Until they are loaded, an operator at the new building scans a bin label and the scanner refuses it — correctly, because that bin is not in your reference data. Question 4 is there so you find out at a desk, not with a truck at the door.

2Set up the move

The direction is decided here, once, before anything is counted.

Do

Under 2 Set up the move the form reads as one sentence: Everything in [ the warehouse being emptied ] is moving to [ where it is all going ].

Both boxes start empty: “Choose both warehouses. Nothing is chosen for you.”

Do

First box: the warehouse being emptied, RYD — Rydalmere. Second box: the warehouse being filled, KEM — Kemps Creek.

Read the sentence under the boxes. Is it true of the buildings?

“When this is finished, Rydalmere will be empty and Kemps Creek will hold its stock.”

No The boxes are the wrong way round. Swap them and read it again. (Both boxes the same warehouse and the portal says so, and Set up the move stays grey.)
Yes Carry on.

Compare the old warehouse against your accounts?

Yes Choose which columns your stock-on-hand export has. The count out cannot start until that file is in (phase 3). See Your accounting file.
No The move is still compared: Rydalmere against Kemps Creek.
Do

Choose the Licence. Check the two names — filled in for you as Move out of Rydalmere 2026 and Move into Kemps Creek 2026, and you can change them. Press Set up the move.

Both counts start as drafts. You start each one when that warehouse is ready to count.

The portal shows you

A card at the top of the Stocktakes tab, Warehouse move in progress, and under it six steps numbered 3 to 8 — the same numbers as the phases on this page. A green number is done, an amber ring is something to do now, a grey ring is waiting for an earlier step. Every step from here is done on this card.

The direction is fixed

Rydalmere is step 1 and Kemps Creek is step 2, everywhere. In the stocktakes list the two rows read warehouse move · step 1, the count out and step 2, the count in, and every dropdown lists them as 1. and 2. in that order. The rows have no buttons of their own: “run from the move card above”.

Was it set up wrong — the wrong way round, or the wrong site?

Yes While nothing has been counted, the card offers Cancel the move. Press it and set the move up again.
No Go to phase 3.
Locked after the first count

Once anything is counted, Cancel the move is gone and the card says “The direction is locked: 1 count has been made in this move.” Carry on and finish it.

Phase 2, Set up the move: Everything in RYD Rydalmere is moving to KEM Kemps Creek, the sentence When this is finished, Rydalmere will be empty and Kemps Creek will hold its stock, the comparison and licence choices, and the two count names.
The sentence under the two boxes is the check: it says what the buildings will look like when the move is finished.

3Count everything out of the old site

Step 3 on the move card: Count everything out of Rydalmere.

Did you choose to compare the old warehouse against your accounts?

Yes Step 3 says “first load Rydalmere's stock-on-hand export” and offers Go to Accounting. Load it there, then come back. Until it is in, nothing can be counted at either site.
No Carry on.
Do

Press Start counting on step 3.

On the scanner

Each operator signs in with the company name, site code RYD, their name and PIN. Then: scan the bin, scan the part, enter how many. See On the scanner.

The scanner stores nothing. Each count goes straight to the portal, and the operator is told at once if it did not arrive.

Same part, same bin, counted again?

Yes The scanner asks: add (more of it found) or replace (the first count was wrong).
No Next part.

The same part can sit in two bins. Counts add up per part, so 300 in A-01 and 200 in A-02 is 500 leaving Rydalmere.

4Count everything into the new site

Step 4 on the card. Both ends can run at once — the truck loads and unloads the same afternoon.

Has the count out of Rydalmere started?

No Step 4 is grey: “waiting — the count out of Rydalmere has not started yet”. Nothing can arrive before it leaves. Start step 3 first.
Yes Carry on.
Do

Press Start counting on step 4.

On the scanner

Operators sign in with site code KEM. Somebody moving from the old building to the new one signs out and back in with the other code. Scan the bin, scan the part, enter how many.

A bin label from Rydalmere will not scan at Kemps Creek. Each site has its own bins.

The count in has no close of its own. It stays open for recounts, and Finish the move closes it in phase 8.

The move card while counting: step 3 Count everything out of Rydalmere, 10 counts so far; step 4 Count everything into Kemps Creek, started; step 5 offers Close Rydalmere; steps 6 to 8 waiting, each saying why; and the line The direction is locked: 10 counts have been made in this move.
Steps 3 to 8 are the numbers on this page. The one to do is amber, the ones waiting are grey and say what they are waiting for.

5Close the count out

Step 5 on the card, when everything has left Rydalmere.

Do

Get every Rydalmere scanner back in its cradle. Then press Close Rydalmere… on step 5. It appears once the count out has counts on it.

The portal shows you, on the page

A panel under the card, Close Move out of Rydalmere 2026 at RYD?, with only what it found:

  • scanners still holding a slot on this count
  • when the last count arrived, if it was in the last fifteen minutes
  • bins nobody scanned, with their codes

Is somebody still counting?

Yes Press Not yet. Closing now stops them mid-bay, and what they were about to save is lost.
No Carry on.

Are there bins nobody scanned?

Yes There is no plain Close — the two buttons are the decision. Mark N empty and close puts your name on them, so the report shows somebody decided. Close, leave them unscanned leaves them as nobody went, and the reports show that too. Or press Not yet and go and scan them.
No Press Close RYD.
Cannot be undone

The count out is closed for good. Nothing more can be scanned at Rydalmere for this move. The panel turns green, says what it did, and waits for Done.

The close panel under the move card: Close Move out of Rydalmere 2026 at RYD?, The last count arrived 2 minutes ago, Somebody may still be counting, with the buttons Close RYD and Not yet.
Asked on the page, with what the portal found. A count less than fifteen minutes old means somebody may still be at a rack.

6Compare the two counts

What went on the truck at Rydalmere, against what came off it at Kemps Creek.

Do

Press Compare on step 6. It appears once Rydalmere is closed, and opens the Accounting tab at Moving warehouse. There is nothing to pick: the direction was set in phase 2.

Was any stock sold, scrapped or shipped while the move was on?

Yes Load a list of it under Sold, scrapped or shipped on the way, as part number, quantity. It comes off the expected side first, so a sale is never reported as a loss.
No Leave it empty.
Do

Press Compare the two counts.

The Moving warehouse card on the Accounting tab after comparing: Everything counted in Rydalmere becomes what Kemps Creek should have received, and the line 18 parts counted out of RYD, 2,382 units. KEM now compares against it.
Nothing to choose: the direction comes from the move. Comparing again later asks first, on the page, because it replaces this comparison.
part number, quantity
NW-08,20
NB-08-40,5

If that list does not add up, the portal refuses the whole comparison rather than guessing. Name a part that was never counted out, or a larger figure than went out, and it stops and names the line:

NW-08 - 9999 left the old warehouse but only 500
was counted out of it

Nothing is written when it refuses. Correct the list and press the button again.

It compares by part, never by bin — the old building's bin codes do not exist at the new one. The comparison is a deliberate act by a named person, and the report says who and when.

7Read the variance

Step 7 on the card carries the answer in one line, and See the variance opens it in full on the Variance tab.

The portal shows you

12 arrived · 2 short on arrival · 2 over on arrival · 2 not arrived · 2 not from the old site · 0 not in the catalogue

Northgate Supply's own move, 24-10-2026: 20 lines counted out of Rydalmere, 18 counted into Kemps Creek.

Read
It saysIt means
ArrivedThe same quantity at both ends. This should be nearly all of it.
Short on arrivalFewer came in than went out. Part of it is still in transit, or it did not make it.
Over on arrivalMore came in than went out. Usually stock already at the new site, or a delivery that landed during the move.
Not arrivedCounted out, never counted in. Not the same as missing until the move is finished.
Not from the old siteCounted in, never counted out.
Not in the catalogueAlways 0 for a move: both ends use the same parts list.

Is there anything to recount at Kemps Creek?

Yes Recount it — the count in is still open. Then press Compare again on step 6. A comparison goes out of date when the counts change.
No Go to phase 8.

While the count in is still open, the Variance tab says so above every figure — Provisional — because “not arrived” on the first morning usually means “still on a truck”.

The move card at step 7: steps 3, 5 and 6 ticked, and under Read the variance the line 12 arrived, 2 short on arrival, 2 over on arrival, 2 not arrived, 2 not from the old site, 0 not in the catalogue, with See the variance and Finish buttons.
The answer, in one line on the card. See the variance opens the report it comes from.
The Variance tab for Move into Kemps Creek 2026: 12 arrived, 2 short on arrival, 2 over on arrival, 2 not arrived, 2 not from the old site, 0 not in the catalogue, an amber Provisional line, and the Short section listing two parts.
Part by part, the same report as a stocktake against your accounts. Provisional while Kemps Creek is still open for recounts.

8Finish the move

Step 8 on the card. The last step, and the one that seals both counts.

Do

Press Finish… on step 8. It appears once the two counts have been compared.

The portal shows you the figures first

A panel, Finish this move?: both counts with how many counts each holds, the same result line as step 7, and on a line of its own anything that should stop you — parts that never arrived, bins never scanned, scanners still holding a licence, or a comparison older than the counts.

Are you happy with these figures?

No Press Not yet. Recount at Kemps Creek and compare again — back to phase 7.
Yes Press Finish the move.
Cannot be undone

Both counts are closed for good. Neither can be reopened. Every count already made stays exactly where it is.

Done

The move is finished. The panel says what it closed and offers See the variance and See the reports beside Done — the card leaves the screen, and those two tabs are where the record of the move is read, printed and exported from now. The company can start its next job.

The Finish this move? panel: both counts with their counts and what happens to each, the result line, 2 parts never arrived, 1 scanner still holds a licence at Kemps Creek, and the buttons Finish the move and Not yet.
The figures once more, and anything worth a second look, before anything is sealed.
The finished move: a green panel reading The move is finished, Closed: Move into Kemps Creek 2026, with the buttons Done, See the variance and See the reports. Below it the stocktakes list reads Nothing under Draft and active, 2 other stocktakes.
Finished. The panel stays until Done, and the record is on the Variance and Reports tabs from here on.

9Afterwards

Company totals

On Reports, Company totals — every site counts the moved stock once, where it is now. Rydalmere reads CLOSED · MOVED TO KEMPS CREEK, with the line “Rydalmere's 20 counts are what left it for Kemps Creek. That stock is counted at Kemps Creek, so it is not added in a second time.”

Checking the old warehouse against your books later

The count out is Rydalmere's stocktake, and it can still be compared against your accounts weeks later. On the Accounting tab, choose Move out of Rydalmere 2026 and the portal says:

“This is the count out of Rydalmere, the stock that left it. A file here compares Rydalmere against your books; it does not change the move's comparison.”

The count in is not offered there at all: its comparison is the move, and a file loaded onto it would replace it.

Not built yet

Taking the empty warehouse out of use. Rydalmere is empty but still appears as a site. How it is retired, while keeping its counts and reports, is still to be decided.