The Stock take status field in the Item file, Warehouses panel denotes the stock take status of the item. This field, which the system automatically updates, determines the stock take status for the item, and controls the printing of pick lists and reception notes. The codes displayed in this field could be:
- ” ” (blank) = item is not under stock take.
- 1 = item is under stock take. No pick lists or reception notes can be produced for this item when the stock take status is 1. After the Stock take update routine has been run, the system will change the status back to blank.
Throughout the duration that the item(s) is under stock take this field for that item(s) will always be status 1. Thus no pick lists or reception notes can be printed. This ensures that the stock balance for that item(s) will not be altered during this period. Any orders, however, can still be entered.
The stock count procedure is performed in four main steps:
- Create and print a stock take list
- Enter the stock count transactions
- Print a stock take control list
- Update the stock count transaction
In addition to the lists above, you can also print a Recount list and an Append to list. Both are useful if you want to either recount your stock or add new count instructions to the existing stock take list. You can read more about these functions in the applicable examples below.
Enquiries and printouts
- Stock take enquiry
- Stock take list printout
- Recount list printout