Stock Count Process

The process to stock take

When clicking on the process, bring up a window

This window will have the option for document type.

Currently only Stock Take

Select stock take and then there is another option which looks at open stock takes.

Select on the stock take.

This stock take defines the warehouse and items

When clicking on next the following will happen

Filter all stock counts by the warehouse, meaning that if the count is of another warehouse, ignore it

If an item was counted multiple times, take the last count for the stock take

On the status, only look at Open status, ignore other statuses

If Document Type was not specified as StockTake but user selected it, use it for the stock take.

If a stock item was counted but the stock take does not have this item, ignore it.

When clicking on continue, produce an exception report with various headers

Successful	Showing Items successfully updated to the stock take file
Duplicate items	Show items that were duplicated but was not taken to stock take
Items not in stock take	Show items that were in stock count but not in stock take

After you have successfully updated the stock take file, do the following to the stock count items

1	Change the status to completed
2	Insert the stock take document number into the Document no column.
3	For those items that did not have a Document type StockTake marked which was blank, mark it as StockTake