Creating a new Stock Count

 

The first step in the process of performing a stock count on a particular store is creating a new Stock Count document. Click “New” menu button on the scan form to create a new document and display its details in a separate form:

 

 

 

Stock Count No.

 

This field is the number of the Stock Count which will be generated by the system at the time of accepting the document.

 

Reference Code

 

A free-text reference code used to recognise the document in the future

 

Count Date

 

The date of the Stock Count Document creation.  It is defaulted to the current date by the system but it can be modified by the user.

 

Create Date

 

The date and time when the document has been created. This is a read-only field.

 

Stock Count Date

 

The proposed date on which the Stock Count will take place.

 

Store

 

The Store field is a drop-down list of all stores defined within the system. This is used to record the Store the stock count will be created against.

 

Notes

 

Free text

 

Filter Criteria Box.

 

Start Bin

 

If specifying a range of Bins in the Store, previously referenced, this is the start point.

 

End Bin

 

If specifying a range of Bins in the Store, previously referenced, this is the end point.

 

Start Inventory Code

 

If specifying a range of Inventory Items in the Store, previously referenced, this is the start point.

 

End Inventory Code

 

If specifying a range of Inventory Items in the Store, previously referenced, this is the end point.

 

Category Grouping Box

 

This allows for the selection of Items, to be included in the Stock Count, by any combination of the 3 level Category.

 

Sort Order Report Criteria

 

Computer Quantity.

 

Indicates whether or not the actual Computer Quantity is shown on the Stock Count Printout.

 

Item Order

 

Choose from the dropdown either Bin or Inventory Code.

 

Get Stock from File

 

This button functions as a trigger for getting all the Inventory items into the document which is currently being created.

 

After this action, the document is ready to be printed for the physical stock count to be performed:

 

 

If there are some inventory items, which should not be included in this count, they can be deleted from the document using the  (bin) icon in the Stock Count Lines grid.

 

Multiple lines can be deleted in one go by selecting them and clicking on Delete Selected Rows button in the Lines grid menu.

 

At this point, the Stock Count document can be saved by clicking “OK” button in the form menu.