Inventory Count Wizards
In the Wizards menu of Inventory Count documents, you'll find the following functions:
In Stock
|
This wizard will find the stock at the warehouse.When you select this Wizard, the program will ask you to confirm the operation: Do you really want to perform a new inventory count?
Once the operation is complete, the program will fill in the the Inventory column of the Inventory Count document and will calcualte differences between the inventory data you've entered and the inventory at the warehouse. |
| Partial Stock |
This wizard will find the stock at the designated warehouse on a gived day. It will only find the stock of items that you've entered in the lines of the inventory count document. When you select this Wizard, the program will ask you to confirm the operation: Do you really want to perform a new partial inventory count?
Once the operation is complete, the program will fill in the the Inventory column of the Inventory Count document and will calcualte differences between the inventory data you've entered and the inventory at the warehouse.
|
| Re-read Prices |
This Wizard will find the prices at a given warehouse on a given day. This function is useful if, when creating an inventory count, all necessary calculations have not been made. It can happen that the prices on a certain day deviate from the prices at the warehouse.
If you've already aprroved the inventory count document, the new prices found by the program will also be copied to documents created for excesses and/or shortages.
When you select this Wizard, the program will ask you to confirm the operation: Do you really want to re-read prices and copy them to the documents?
|
Approve inventory
|
Use this function once you've entered information about the inventory count, found the stock entered in the program, and reconciled the data. It will approve the inventory and create documents for excesses and shortages.The program will ask you to confirm the operation: Do you really want to approve the inventory count?
If Inventory Count document settings for excess and shortage documents have not been entered, the program will not be able to create the documents and will return an error: Error for document type settings for shortage! and/or Error in document type settings for excess!
If you've already approved stock from this inventory count and have created documents, the program will display an error and will tell you what you need to do to continue: Inventory count already approved (documents: xxx, xxx)! Delete old documents first.
If all the requisite settings have been entered and no documents have already been created, the program will inform you that the inventory count was successfully approved: Inventory count approved!, and will open the documents it has created.
When you approve the inventory count, the program will also check if duplicate entries with the same unique serial number exist in the inventory count (see Inventory of Items Tracked by Serial Numbers). This may occur if data for the inventory count is taken from an external file (see Barcode Scanner). If a serial number for an item tracked by unique serial numbers has been entered twice, the inventory count will not be approved. The program will return an error and list the items and serial numbers for which duplicate entries were found: Serial numbers have more than 1 piece!
 |
When an inventory is approved, the date of the inventory count document is copied to the Last Inventory Account field in the Warehouse panel of the Subjects register for the warehouse for which the inventory count was made. This will also block any goods movements before this date. |
|
Insert Line CTRL+N |
|
Renumber Lines |
|
| Mandatory Serial Number Input |
The S/N Stock button in the lines buttons of the inventory count is used only for an overview of data on the quantity of goods and the quantity of serial numbers used in issue and receiving documents. Use this function if you would like to edit this data.
This will open the same window as the S/N Status button, only here, data can also be edited.
For a detailed description of information in this window and how it is used, see Serial Numbers - Receiving.
|