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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.



Step

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 (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

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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