Stock Count Process

 

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.

On the Webatar App, go to Inventory, Stock Counts

 

There are Multiple ways to add items to the count

1.      Add items to the count individually by filtering on Brand categorisation.

2.      Quick Add: Call up multiple items and enter counts simply by scrolling to the required item

3.      Search count item by bar code

4.      Search items product code or description

5.      Scan item bar code

Once the item is searched and returned on screen

Simply enter the actual count quantity

Warehouse is set to default to the user, thus saves time on having to select the warehouse on each count.

Click save

Search the next item and enter the count quantity.

 Count and save multiple items and then sync.

Sync to sever either individually after each count, or bulk sync – after counted few / all items.

 

 Enter any relevant notes related to queries/ discrepancies.

Counts not sync’d to server can be deleted or edited in the event of errors

once items are counted and ready to sync, click the sync bar to push counts to the server

Items successfully sync’d from Webatar will be displayed on the main system as follows

Go to Inventory Module > Activity > Stock Count

Enter the required date range and warehouse.

Click Search

See variance as soon as counts are sync’d, resulting in fewer delays in resolving discrepancies.

 

 You will notice the synced items are listed in the grid with the system quantity, counted quantity and variance or difference.

The supervisor can then opt to do second counts on items where necessary.

Any duplicated counts can be deleted / marked compete from the grid.

 Once the counts have been completed, these can be processed to the stock take

 

 

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