|
|
Purpose
Record the count of Materials in stock at a Warehouse.
Follow these steps when doing a Stock Take.
1. Add Stock Takes.
2. Add Stock Take Items. Refer to Link Stock Items to a Stock Take.
3. Lock the Stock Items selected for the Stock Take. Refer to Lock Stock Takes.
4. Print the Stock Count (Stock Take) list.
5. Count physical stock and capture the Stock Count and reasons for Stock Count Variances for each Stock Item. Refer to Capture Quantity Counted and Variance Reason.
6. Finalise or commit the Stock Take. Refer to Commit Stock Takes.
A Stock Take is required to determine the Quantity on Hand for each Stock Item, after the Stock Items have been configured.
The Qty Counted and Variance quantity for each Stock Item on the Stock Take edit window is used to calculate the Stock Item's stock balance (Quantity on Hand).