Inventory ➔ Warehouse management ➔ Counts
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.
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.
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.
Keep in mind: This function is available only if you have clicked Zoom.
Click this to search for stock counts based on the defined criteria.
Click this to clear the defined criteria.
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.
Click this to return to the previous page of entries.
Click this to display the next page of entries.
Click the required option to filter the search that starts with or contains a certain letter or word.
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.
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.
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.
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.
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.
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.
Click this to export the stock counts to Microsoft Excel.
Note: This button is available only after Zoom is clicked.
Click this to view, or create notes for the selected stock count.
Click this to modify, create, or attach documents for the selected stock count.
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.
Click this to view the entries of the stock counts such as warehouse code, project code, date, full name, and other details.
Click this to create a new stock count. For more information, see Creating and viewing stock counts.
Click this to exit.