Checking stock for an entire warehouse

The Wizards option In stock searches for the actual stock on a specific day for all the items in a given warehouse. After an inventory count is done and entered into the (computer) system, the stock count has to be compared with the stock in (computer) system records. The comparison is made between the new, actually counted stock and the count specified in stock cards.

This chapter shows how to use an inventory count document to check the stock of all items for an entire warehouse.

CASE SUMMARY Tecta's employee Warehouse Inventora as the person responsible has been assigned the task of creating an inventory count for the entire Warehouse Retail. The person responsible does this as follows: Creating new inventory count Selecting Wizard In stock Entering inventory count data into the lines Entering actual stock data Confirming the inventory count

1. Creating new inventory count

The inventory count document is created by the person responsible.

This is done as described in chapter Creating new invetory count following steps 1. to 3..

She countines using Wizards In stock.

2. Selecting Wizard In stock

Once the document header and general data have been filled in, the person responsible saves the document by clicking the toolbar button Save.

Once all the lines of the items, for which the inventory count will be made, have been entered, the person responsible clicks the button Wizards in the toolbar.

In this case, the person responsible selects the option In stock.

This option searches for the actual stock status of the entire Warehouse Retail.

3. Entering inventory count data into the lines

After selecting this option, the program populates the document with items from this warehouse.

All document lines in the column In stock are automatically populated based on the data from the database.

4. Entering actual stock data

Then she enters the actual inventory count data for the items in Warehouse BAR into the program.

In the field Inventory count in the lines, the person responsible enters the actual stock according to the inventory count made. 

When the actual stock according to the inventory count is entered, the value in the field Difference is automatically recalculated. In this case, no difference is recorded, because the actual count corresponds to the program count.

The field Warehouse price is calculated according to the price set for valuation at the selected warehouse.

The Sales price and Retail price are populated with data from the Items register.

The same process is repeated for all items.

5. Confirming the inventory count

When all the inventory count data has been entered, the person responsible confirms this by clicking the button Confirm in the toolbar.

The inventory count is confirmed when an alert pops up confirming that the inventory count has been successfully completed.

At the same time, the corresponding inventory excess or shortage documents are created for Warehouse BAR.

When the inventory count is confirmed, the document status changes to Confirmed and the date of the warehouse inventory count is copied to the warehouse in the Subjects register.