Maintaining the Stocktake Lines

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Maintaining the Stocktake Lines

This procedure explains the general procedure for maintaining the items in a stocktake batch. However, if you are:

processing a batch of serialised items, see "Entering the Stocktake Count - Serialised"
performing a stocktake using multiple bin locations, see "Entering the Stocktake Count - Multiple Bins".

To add and maintain the items in a stocktake batch:

Create a new stocktake batch, or recall an existing one.

Refer to "Creating a New Stocktake Batch" or "Recalling a Stocktake Batch".

Micronet displays the Stocktake Batch screen showing all the items in the batch.

If you want to:

add an item to the stocktake batch, select the Add button
insert an item in the stocktake batch, select the line below where you want the item inserted then select the Insert button
delete an item from the stocktake batch, select the item then select the Delete button
edit the details of an item in the stocktake batch, double click on an item or select an item then press Enter.

If you selected to add, insert or edit an item, Micronet displays the Enter Stocktake Line screen.

Complete the following fields:

	Field	Value
	Item Number	Enter the ID of the item to be added to the stocktake batch, or press Tab or Enter to select an item.
	Item Description	Micronet displays the description of the selected item.
	Last Stocktake	Micronet displays the date of the last stocktake on the selected item.
	Warehouse	Micronet displays the warehouse for the item.
	Warehouse Item Qty	2.8 Feature Micronet displays the current quantity of the item in the selected warehouse.
	Original Qty	Micronet displays the quantity of the item when the batch was first created.
	Current Qty	Micronet displays the current quantity of the item.
	First Count	When you have completed the first physical stocktake count on this item, enter the first quantity counted. For stocktake batches where the Stocktake Method is set to Append Stocktake Qty to SOH, this field defaults to zero so you can enter the adjustment amount, e.g. 3 (add 3) or ‑5 (deduct 5).
	Second Count	If you complete a second physical stocktake count on this item, enter the second quantity counted.
	New Bin	This field is only displayed if Edit Bin Locations is toggled on – see "Stocktake Batch - Edit - Edit Bin Locations". If this field is displayed, you can enter the item bin location.
	Reason	If you have created a variance batch and entered a second count of the item, Micronet displays the reason code for the count discrepancy, if any. Stocktake reason codes must be setup in the Class master file – see "File - Class".

Reference

For more information on the First Count, Second Count and Reason fields, see "Entering the Stocktake Count" and "Stocktake Batch - File - Create Variance Batch".

If you want to perform an inquiry on the displayed item, see "Enter Stocktake Line - Inquiry".

When you have finished maintaining the item details, select the Accept button.

Micronet saves the details of the item you have added to this stocktake batch and redisplays the Enter Stocktake Line screen so you can continue adding or maintaining items.

When you have finished adding and maintaining items, select the Cancel button to close the Enter Stocktake Line screen.

Micronet redisplays the Stocktake Batch screen showing all the items added to this stocktake batch.