When you have completed either a partial or a full stocktake you need to reconcile the records.  If you don't, you have wasted the time and effort stocktaking. 

Before reconciling a stocktake you must print a Found Items Report for checking as reconciling will only remove the status from items marked 'M' NOT from items with a status of 'W'.  Therefore you will need to physically collect and check the resources that have a status of 'W' and evaluate whether they should be put back into the collection. 

If you decide to place any resource with at status of 'W' back into the collection you will need to remove the status from the barcode details screen and click on the CLEAR button next to the status date field.

Reconciling will -

• place a stocktake date against every record you either entered into your stock file or was on loan at the time of the stocktake
• remove the status from any found resource that has an 'M' status and allocate the appropriate stocktake date

The next screen allows you to set the required parameters for reconciling.  If you have carried out a stocktake on your entire collection click on the Default button.  This will reconcile the entire library catalogue, but if you have only done a particular area you will need to set the necessary parameters so that only this part of your collection receives a stocktake date.

1. These two dates will default in

• Stocktake Date (Found) - This date (todays date) will be applied to all records physically entered into the stockfile except those with a status of 'W'
• Stocktake Date (Loans) - This is yesterdays date and will be applied to any current resource on loan.  Having two different dates ie one day apart you will be able to tell if a resource was actually sited or on loan at the time of the last stocktake.

2. If you have only done a partial stocktake you will need to set the correct parameters but if you have done the entire library collection you would leave the defaults.

3. If you have parameters appearing in any of the above fields but you want to reconcile the entire library collection (only if you are stockting the entire library collection) click on the Defaults button.