mIn: Stock-Take

1, Search "Physical Inventory Journal" in Business Central

2, Create the stock-take batch

3, User can delete all calculated inventory previously in the batch. (if any)

Then click "Calculate Inventory", system will show the screen to define the filter to calculate.

(1) Posting date: Date of inventory-in
(2) Document No.: Mandatory, user can assign any number for it in a convenient basis.
(3) Item not on Inventory: To count any zero stock in this moment 
(4) Include item without Transaction: To count the items which never have stock in/out or they are wholly new.

User can define any item no., Location or bin codes etc in the "ITEM", in order to choose a certain range for counting. (if filter, will show all existing item)

Click "OK", the system will start the calculations based on the filter. 

4, When the Inventory amount for each existing Item has been shown, click "Export to handheld" that those record will be exported to the handheld page.

*Item No with different location will be shown in different rows.

5, Click "Phy. Inv" from the menu and select the Phy.Inv. Journal Batch for Stock-Take

6, Start counting the item, system will ask user if they would like to scan / count by filling the amount.

*User can click "Qty" / "LOC/BIN" to view item in different location.

7, After finishing and confirmed the amount counted, click "SAVE"

8, Return to Business Central, click "Import Handheld Count" for the counting results.

*After that, users can click "Handheld Count" to look at the counting status for each handheld

*After posting, delete all the line in Physical Inventory Journal for the next handheld Stock-Take.

User can click export to handheld with blank line so warehouse user will not have the record in handheld for adjustment anymore.