Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Notes area can be used as part of the process.  For example if you have 10 teams and have allocated team numbers to counts - enter this in the notes so can filter the locator grid by team. - see SecondCount(blindcount)

Note

Until you get experienced - count a single warehouse bay at a time.

  • Have the Secure Features ''Is Stock Manager''
  • Set stock locations that store stock to "Lot"

...

Note

Multiple users may be entering data for a count at the same time

 

Finish first count and start second count

...

Or can simply close first count and begin second count.

Second Count (blind count)

Same process as the first count

Note

If the stocktake does not need a second count - copy the first count to a second count

...

Finding locations that need a second count

Count the stock in the same way as the first count.

Comparing 1st and 2nd Counts

Close Second Count and Report Differences

...

Note

After any changes to counts you will need to report differences again to proceed

Comparing Second Count to System Stock Levels

Again a list will show - recheck and update any counts you want

Journal Stock Differences

Will create the required journals

...