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Create the batch of stock take

1) Choose the 「stock take」on the menu , click 「create」to open a new order of stock take batch 




2) Enter "Description" and "Inventory Date" as basic data

3) In "Add new line", filter the newly added line for inventory in different situations

  • If only for certain item, select the item in the item column
  • If only for a certain warehouse/shelf, select the location in the "Warehouse/Item" column
  • If all counts, the two columns can be left blank

Preset all inventory in the correct location

If you do not select this option, the 「Actual Qty」 will be preset to "0", so all rows must be filled in with the Actual Qty. Otherwise, if it is selected, it means that the preset number of item ordered is the inventory number of the system, and it will be completed correctly without modification. This option is suitable for requiring all employees

After selecting, click 「Calculate」, the system will add lines as required and automatically save

Repeat the above steps to add other item/warehouses in the same inventory batch

Fill in the actual count (in the scanner)

1) Open m-In in the handheld scanner, and select "Inventory" in the left menu
Click on the inventory batch to be processed and enter the inventory batch page



2) If you use the scanner to order item, you can start scanning
If you order the item manually, click the relevant inventory line and enter the Qty on the numeric keyboard

Pay attention to the inventory screen, each row represents a different batch/serial number, you must click the correct row to take inventory



3) After finishing, click ``Save'' to save the data, the storage will not be adjusted immediately


Post inventory adjustments

1) Select 「stock take」 in the menu, and select the relevant inventory batch



2) Check the number of item in each row

預計貨量: 在制作盤點批次是的系統貨數
實際貨量: 已於網頁/手提掃瞄器點算的貨數
量差: 預計貨量減去實際貨量, 此為貨數之差別, 當按下「記帳」時, 系統將會以此數字調整系統貨數:
 - 正數: 會以量差作正調整
 - 負數: 會以量差作負調整Estimated volume: The number of system shipments in the production stock take batch
Actual Qty: The Qty of item counted on the website/handheld scanner
Qty difference: The estimated Qty minus the actual quantity. This is the difference between the Qty of item. When you press 「Post」, the system will adjust the Qty of the system by this number:
  -Positive number: will be adjusted positively by the amount difference
  -Negative number: The amount will be adjusted negatively

3) Click "Post" to confirm the difference of amount and implement adjustments



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