Stock Take

Prepare stock count information in Business Central

1, Use search function to find Phy. Inventory Journals (mInventory) 

2, Select Calculate Inventory 

3, Enter the options for calculate information

(1) Posting Date - the date of stock takes and the posting date of inventory adjustment according to the stock take.

(2) Document No - enter the document number manually

(3) Location Filter - select the location if you want to conduct the stock take for specific location (e.g. Main)

4. System will populate the inventory quantity per item and location into the physical inventory journal

5, Select Export to Handheld for send the physical inventory list to Handheld. 

6, System message to be prompted when export completed.

Stock Take by use of handheld

1, Select Phy. Inv. (盤點）in handheld.

2, Select the journal batch

2, List of item with lot no. (if any) to be shows, start scanning the item barcode to record the stock.

3, When finish stock take, press SAVE button upload data to system.

Import Stock Take result into Business Central

Confirm data import and compare the physical count and system stock on hand.

1, Back to the Physical Inventory Journal and then select Import Handled Count

2, System generates item journal for inventory adjustment (if any)

3, Check the information, Click Post if confirm the adjustment.