Checking partial stock

The option Partial stock searches for the inventory count on a specific day for a specific warehouse and only for the items that have been previously manually entered into the inventory document lines.

This chapter shows how to use an inventory count document to check partial stock in a warehouse.

CASE SUMMARY After manually entering actual stock numbers in inventory document lines Tecta's employee Warehouse Inventora is interested in the stock at the selected warehouse, because there are some discrepancies. This is done by following the steps below:​ Creating new inventory count. Selecting Wizard Partial Stock Entering actual stock data Confirming the inventory count

1. Creating new inventory count

New inventory count document is created and lines for the items are added.

This is done as described in chapter Creating new invetory count in steps 1. to 4..

She countines using Wizards Partial stock.

2. Selecting Wizard Partial Stock

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 and selects Partial stock

This option searches for the stock status on a specific day as specified in the document general data for a specific warehouse and only for the items that have been previously manually entered in the inventory count lines.

After selecting this option, the program populates the column In stock in all document lines.

Next, she enters the actual stock data.

3. Entering actual stock data

The person responsible enters the actual inventory count data 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. 

HINT When the difference between an inventory stock line and the actual stock entered is negative, an inventory shortage document must be created.

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.

4. Confirming the inventory count

When all the inventory count data has been entered, the person responsible confirms this by clicking the button Confirmation 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, documents of internal receiving or issuing (i.e. inventory excess and inventory shortage) are created.

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.