Stock Take by Bin Location

Stock Take by Bin Location 2017-09-11T03:59:26+00:00

Method 2 – Stock take by Bin Location directly into Adjustment

This method is best used when doing “Rolling Stock Takes”, that is choosing a different Bin Location (s) each month and counting the stock in that location to make sure the inventory system is accurate. This can best be achieved by having a laptop computer accessible while doing the counting to directly enter the results.

Where

Inventory > Adjustments

Walkthrough

  1. Click the ‘New’ button Screen Shot 2015-12-09 at 12.31.05 PM in the adjustment list form to create the adjustment record.
  2. The date will default to today’s date, this can be edited. It is always important to enter some information in the notes field as to the purpose of the stock adjustment
  3. Open the “Stock Take Details” tab.Screen Shot 2016-02-22 at 12.25.23 PMScreen Shot 2016-02-22 at 11.25.16 AMScreen Shot 2016-02-22 at 12.25.23 PM
  4. In the “Bin:” field enter the details of the Bin location that you wish to count and click the “Count Bin” button. If there are items in stock at this Bin location a dialog window will be displayed showing the details.Screen Shot 2016-02-22 at 12.25.23 PMScreen Shot 2016-02-22 at 11.31.23 AMScreen Shot 2016-02-22 at 12.25.23 PM
  5. Click OK and the panel will display all the items in that bin location.Screen Shot 2016-02-22 at 12.25.23 PMScreen Shot 2016-02-22 at 11.36.38 AMScreen Shot 2016-02-22 at 12.25.23 PM
  6. Enter the counts of each item and the system will display the “Status”
    • “=” if the count matches what is already held in the inventory system.
    • “Up” if the count is higher than what is already held in the inventory system.
    • “Down” if the count is lower what is already held in the inventory system.Screen Shot 2016-02-22 at 12.25.23 PMScreen Shot 2016-02-22 at 11.57.41 AMScreen Shot 2016-02-22 at 12.25.23 PM
  7. Once all the counts have been entered and checked click the “Create Adjustment Lines”
  8. If there are no exceptions the line items will be created in the “Line Detail” tab and the adjustment can either be validated or if the validation feature is not in use it should be locked straight away.
  9. EXCEPTIONS – An exception will be raised if there is a problem with one or more of the line items.Screen Shot 2016-02-22 at 12.25.23 PMScreen Shot 2016-02-22 at 1.00.28 PMScreen Shot 2016-02-22 at 12.25.23 PMBefore attempting to process the adjustment again the user must resolve these exceptions. Click on the Print Report button to display the “Stock Take Exceptions Report”, this will assist to track down and rectify the issues.Screen Shot 2016-02-22 at 12.25.23 PMScreen Shot 2016-02-22 at 1.26.22 PM
  10. Once all the exceptions have been rectified click the “Create Adjustment Lines” button to create the adjustment and proceed with validation.