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Regular stock takes ensure the inventory levels in your account are accurate.
Warehouses and Stock Locations explained that hold stock are "Lot / Pallet Bay"
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You will need Secure Features List and their impacts to perform stocktakes
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When setting up a new company that has existing stock - you can count the stock and not write journals - instead using a single journal line for the stock value. This feature can also be used to count stock that you do not need to do journals for adjustments - for example stock held on consignment |
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- If you enter the wrong expiry date you will be prompted for the correct one. ie if you enter a different expiry date to one that exists in that stock location.
- The dropdown list shows all possible expiry dates for the stock based on PO receipts for 1.5 x max days expiry for the stock article
Delete any count using rightclick in the grid
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Can compare stock with count .anytime
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Barcodes for locations and stock articles can be used to rapidly enter the information - see Setting up Barcode Scanners |
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Can update the notes on the overall stocktake or at the bay levell with who counted where
Can copy first count to second count (if you do not plan to do a check count)
Compare 1st count and second count
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Can re-open Count 2 and update if want to.
Differences Report - a permanent PDF record of the differences
After compare count with stock levels - a new option appears: The differences report - a PDF report that can be printed and filed - or attached to the stock count as a permanent record of the differences.
Finder
Finding locations that need a second count during the stocktake (if each location has a separate count)
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Stock take adjustment GL account is configured in Symbols Config as "Stock TakeAdjustmentGLCode" User will require the Secure Feature "Can Record Stock Adjustment" |
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