# Stock Count Process

**<span lang="EN-GB" style="mso-no-proof: yes;"> </span>**

<span lang="EN-GB" style="mso-no-proof: yes;">The stock count function is a feature on the Webatar App that allows one to do stock takes or cycle counts. These counts can then be processed to various documents including stock takes.</span>

<span lang="EN-GB" style="mso-no-proof: yes;">On the Webatar App, go to Inventory, Stock Counts</span>

<span style="font-size: 12.0pt; line-height: 107%; mso-bidi-font-family: Calibri; mso-no-proof: yes;"><span style="mso-list: Ignore;"><span style="font: 7.0pt 'Times New Roman';"> </span></span></span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/qRrimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/qRrimage.png)

<span lang="EN-GB">There are Multiple ways to add items to the count</span>

<span style="mso-bidi-font-family: Calibri;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Add items to the count individually by filtering on Brand categorisation.

<span style="mso-bidi-font-family: Calibri;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Quick Add: Call up multiple items and enter counts simply by scrolling to the required item

<span style="mso-bidi-font-family: Calibri;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Search count item by bar code

<span style="mso-bidi-font-family: Calibri;"><span style="mso-list: Ignore;">4.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Search items product code or description

<span style="mso-bidi-font-family: Calibri;"><span style="mso-list: Ignore;">5.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Scan item bar code

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/hHiimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/hHiimage.png)

<span lang="EN-GB">Once the item is searched and returned on screen</span>

<span lang="EN-GB">Simply enter the actual count quantity</span>

<span lang="EN-GB">Warehouse is set to default to the user, thus saves time on having to select the warehouse on each count.</span>

<span lang="EN-GB">Click save</span>

<span lang="EN-GB">Search the next item and enter the count quantity.</span>

<span lang="EN-GB"> </span><span lang="EN-GB">Count and save multiple items and then sync.</span>

<span lang="EN-GB">Sync to sever either individually after each count, or bulk sync – after counted few / all items.</span>

<span lang="EN-GB"> </span>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/mmoimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/mmoimage.png)

<span lang="EN-GB"> </span><span lang="EN-GB">Enter any relevant notes related to queries/ discrepancies.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/G4ximage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/G4ximage.png)

<span lang="EN-GB">Counts not sync’d to server can be deleted or edited in the event of errors</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/qN5image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/qN5image.png)

<span lang="EN-GB">once items are counted and ready to sync, click the sync bar to push counts to the server</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/K0Vimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/K0Vimage.png)

<span lang="EN-GB">Items successfully sync’d from Webatar will be displayed on the main system as follows</span>

<span lang="EN-GB">Go to Inventory Module &gt; Activity &gt; Stock Count</span>

<span lang="EN-GB">Enter the required date range and warehouse.</span>

<span lang="EN-GB">Click Search</span>

<span lang="EN-GB" style="mso-no-proof: yes;">![](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/embedded-image-2owxzszf.png)  
</span>

<span lang="EN-GB">See variance as soon as counts are sync’d, resulting in fewer delays in resolving discrepancies.</span>

<span lang="EN-GB"> </span><span lang="EN-GB" style="mso-no-proof: yes;"></span>![](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/embedded-image-eaqbcvji.png)

<span lang="EN-GB"> </span><span lang="EN-GB">You will notice the synced items are listed in the grid with the system quantity, counted quantity and variance or difference.</span>

<span lang="EN-GB">The supervisor can then opt to do second counts on items where necessary.</span>

<span lang="EN-GB">Any duplicated counts can be deleted / marked compete from the grid.</span>

<span lang="EN-GB"> </span><span lang="EN-GB">Once the counts have been completed, these can be processed to the stock take</span>

<span lang="EN-GB" style="mso-no-proof: yes;">  
</span>

<span class="ts0">The process to stock take</span>

<span class="ts0">When clicking on the process, bring up a window</span>

<span class="ts0">This window will have the option for document type.</span>

<span class="ts0">Currently only Stock Take</span>

<span class="ts0">Select stock take and then there is another option which looks at open stock takes.</span>

<span class="ts0">Select on the stock take.</span>

<span class="ts0">This stock take defines the warehouse and items</span>

<span class="ts0">When clicking on next the following will happen</span>

<span class="ts0">Filter all stock counts by the warehouse, meaning that if the count is of another warehouse, ignore it</span>

<span class="ts0">If an item was counted multiple times, take the last count for the stock take</span>

<span class="ts0">On the status, only look at Open status, ignore other statuses</span>

<span class="ts0">If Document Type was not specified as StockTake but user selected it, use it for the stock take.</span>

<span class="ts0">If a stock item was counted but the stock take does not have this item, ignore it.</span>

<span class="ts0">When clicking on continue, produce an exception report with various headers</span>

<table border="1" id="bkmrk-successful-showing-i" style="border-collapse: collapse; width: 76.6667%;"><colgroup><col style="width: 29.9075%;"></col><col style="width: 70.0595%;"></col></colgroup><tbody><tr><td><span class="ts0">Successful</span></td><td><span class="ts0">Showing Items successfully updated to the stock take file</span></td></tr><tr><td><span class="ts0">Duplicate items</span></td><td><span class="ts0">Show items that were duplicated but was not taken to stock take</span></td></tr><tr><td><span class="ts0">Items not in stock take</span></td><td><span class="ts0">Show items that were in stock count but not in stock take</span></td></tr></tbody></table>

<span class="ts0">After you have successfully updated the stock take file, do the following to the stock count items</span>

<table border="1" id="bkmrk-1-change-the-status-" style="border-collapse: collapse; width: 91.9753%;"><colgroup><col style="width: 5.10731%;"></col><col style="width: 94.8658%;"></col></colgroup><tbody><tr><td>1</td><td><span class="ts0">Change the status to completed</span></td></tr><tr><td>2</td><td><span class="ts0">Insert the stock take document number into the Document no column.</span></td></tr><tr><td>3</td><td><span class="ts0">For those items that did not have a Document type StockTake marked which was blank, mark it as StockTake</span></td></tr></tbody></table>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3268).png)