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Overview of stock counts

Menu path

Inventory ➔ Warehouse management ➔ Counts

Introduction

Stock count is a process of counting inventory on a periodic basis throughout the year. Stock counts are used to check for discrepancies between physical and record balances on a regular basis. Stock counts will help you to continuously detect the cause of errors and correct them. Inventory is broken down into the ABC classification schema. The frequency of counts is assigned based on this classification. The classification groups items into categories based on certain activity characteristics, such as sales quantity, revenue, and cost of goods sold.

What version are you using?

The information in this document is applicable to product update 404 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the stock counts?

  1. In the Inventory / Warehouse management / Counts screen, define the search criteria.
  2. Click Search.

Keep in mind: It is possible that not all the columns in the overview are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

How do I create stock counts?

  1. In the Inventory / Warehouse management / Counts screen, click New. For more information, see Creating and viewing stock counts.

How do I export the stock counts?

  1. In the Inventory / Warehouse management / Counts screen, define the search criteria.
  2. Click Search.
  3. Select a stock count.
  4. Click Export.

Keep in mind: This function is available only if you have clicked Zoom.

How do I view or create notes for the stock counts?

  1. In the Inventory / Warehouse management / Counts screen, define the search criteria.
  2. Click Search.
  3. Select a stock count.
  4. Click Notes.
  5. To create notes for the stock count, type the note in the Note screen, and then click Save.

How do I view or create attachments for the stock counts?

  1. In the Inventory / Warehouse management / Counts screen, define the search criteria.
  2. Click Search.
  3. Select a stock count.
  4. Click Attachment.

How do I view the details of the stock counts?

  1. In the Inventory / Warehouse management / Counts screen, define the search criteria.
  2. Click Search.
  3. Select a stock count.
  4. Click Zoom. To go back to the previous screen, click Back.

Keep in mind: It is possible that not all the columns in the overview are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

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Related documents

 

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.399.245
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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OH-EGN-404-Overview of stock counts01.docx 30.5 KB View Download