中文

Stock take is to manually check and count the actual quantity of goods, in order to align the quantity with the system inventory. The differences may be occurred if:

  1. Missed create receipt/delivery order, or did not confirmed
  2. Stolen/Lost
  3. The goods are damaged and/or discarded
  4. Expired/Off Shelf

etc. Stock take can be done for all or specified part of the inventory, or separated into different inventory batches at the do stock take in the same time.




Steps


Create inventory batch

1) Select "Stock Take" in the menu and click "Create" to open a new Stock Take batch




2) Enter "Description" and "Stock Take Date"



3) In "Add Line", filter the newly added ranks for inventory in different situations

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

Preset all inventory in the correct position.
If you do not select this option, the "Actual Quantity" will be preset to 0, so that all rows must be filled with the actual quantity. Otherwise, if it is selected, it means that the preset number of goods 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 goods/warehouses in the same inventory batch



Fill in the actual count

1) Select "Inventory" in the menu, and select the relevant inventory batch



2) Click "Inventory" to enter the screen for filling in real numbers



3) Enter the relevant inventory real numbers in different rows. If the goods need to be tracked, you need to enter the batch number/serial number at the same time


4) Click "Save" to save the data, and the storage will not be adjusted immediately


Post inventory adjustments

1) Select "Inventory" in the menu, and select the relevant inventory batch


2) Check the number of goods in each row

Shipments are expected : in the production of goods inventory batch system is the number of
actual shipments : the number of goods was page / portable scanners to count the
amount of difference : minus the actual volume of shipments is expected, this is the difference between the number of goods, When you press "Accounting", the system will adjust the number of goods in the system by this number:
 -Positive number: The amount difference will be adjusted positively
 -Negative number: The amount difference will be adjusted negative


3) Click 「Post」 to confirm the amount difference and implement adjustments



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