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?
- In the Inventory / Warehouse management / Counts screen, define the search criteria.
- 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?
-
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?
- In the Inventory / Warehouse management / Counts screen, define the search criteria.
- Click Search.
- Select a stock count.
- 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?
- In the Inventory / Warehouse management / Counts screen, define the search criteria.
- Click Search.
- Select a stock count.
- Click Notes.
- 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?
- In the Inventory / Warehouse management / Counts screen, define the search criteria.
- Click Search.
- Select a stock count.
- Click Attachment.
How do I view the details of the stock counts?
- In the Inventory / Warehouse management / Counts screen, define the search criteria.
- Click Search.
- Select a stock count.
- 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.
Fields
Search
Click this to search for stock counts based on the defined criteria.
Clear
Click this to clear the defined criteria.
Number of rows
Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, you will see the Previous and Next buttons.
Previous
Click this to return to the previous page of entries.
Next
Click this to display the next page of entries.
Filter
Click the required option to filter the search that starts with or contains a certain letter or word.
Warehouse
Select a warehouse to display all stock counts that are linked to the warehouse. Select All to display stock counts for all warehouses. This field cannot be edited if you have selected a stock count entry in the overview, and clicked Zoom.
Date
Type or select the date or a date range to search for all stock counts that begin from the selected date(s). Select the All check box to display stock counts for all dates.
Entry number
Type or select an entry number to display a specific stock count transaction. This field cannot be edited if you have selected a stock count entry in the overview, and clicked Zoom.
Project
The project code of the selected stock count transaction is displayed. This field cannot be edited, and it is available only if you have selected a stock count entry in the overview, and clicked Zoom.
Item
Type or select an item to display the stock count of the item. This field is available only if you have selected a stock count entry in the overview, and clicked Zoom.
Planner
Type or select a person who planned for the items. Select the All check box to display stock counts with any planner. This field is available only if you have selected a stock count entry in the overview, and clicked Zoom.
Buttons
Export
Click this to export the stock counts to Microsoft Excel.
Note: This button is available only after Zoom is clicked.
Notes
Click this to view, or create notes for the selected stock count.
Attachment
Click this to modify, create, or attach documents for the selected stock count.
Zoom
Click this to view the stock count details such as warehouse location, serial number, lot number, item description, original quantity, count quantity, and difference between original, and count quantity.
Note: This button is available only after Back is clicked.
Back
Click this to view the entries of the stock counts such as warehouse code, project code, date, full name, and other details.
New
Click this to create a new stock count. For more information, see Creating and viewing stock counts.
Close
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
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Security level: |
All - 0 |
| Sub category: |
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Document ID: |
12.399.245 |
| Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
| Release: |
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Attachment: |
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| Disclaimer |