Typically, before and during the stock-take period, shipment / receipt should be posted and no inventory movement should be allowed.
If there is inventory movement during the stock-take process, the handheld import adjustments will not be correct.
However, user can use rapid start function to update the inventory so the postive / negative adjustment will be synchronized with the handheld count result.
Follow below steps to use the function:
# | Description |
---|---|
1, Search "Physical Inventory" and calculate the targeted items. E.g. Item No. UCC-001 with 130 QTY Click "Export" to handheld" | |
2, In handheld, go to the batch, and warehouse users will count and physical inventory amount. E.g. 110 PCS is counted and warehouse users saved the record. | |
3, Search "Configuration Package" and create a new batch / use existing batch. Table ID = 99907 Point to the row and click the filters Filtrers for below: The Journal Tempalte = PHYS. INVE (physical inventory journal name) The Journal Batch Name (batch used for stock-tale, different users will have different) ScannerID = DEFAULT | |
4, Click the batch available fields, exclude the field that do not want to show. *Use the fields selected on the right-side if no Lot / Serial number for the item. Click "Export to Excel" | |
5, E.g. 10 has been sold / Purchase Credir Memo for damage during the stock-take period. Then, correct the column "Qty. (Calculated)" from 130 to 120 for Item UCC-001 | |
6, Import from excel Apply Package If no notification, user can click the record and select all the lines (press shift+mouse select 2 lines and click the button above to select all) | |
*This will cause handheld count line ScannerID = Default to be adjusted and system will compare handheld count with the Qty calculated for this ScannerID. | |
7, Click "Import Handheld Count", will be 10 negative adjustment (120-110) |