Traditional Method

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Traditional Method

Create a stocktake batch to update item quantities in the warehouse.

Select INVENTORY | ADJUSTMENTS | STOCKTAKE, enter a Description that clearly identifies the purpose of the stocktake batch (e.g. EOY Stocktake), then press Enter.

Warning

Stocktake batches should be created immediately before the physical count begins as Micronet records the stock on hand in the batch at the time the batch is created.

Wherever possible, stock should not move while the count is in progress. In cases where stock movements are unavoidable, there must be a clearly defined internal system for tagging bins and recording the stock quantity changes while the count is in progress.

Once the physical count is finalised, trading can continue in the warehouse and in Micronet. Because the original stock on hand is recorded in the stocktake batches at the time of creation, the adjustments posted via the batch are not affected by current movements (such as sales and receipts) when trading recommences.

In the Create Stocktake Batch screen, complete the following fields:

	Field	Value
	Stocktake Method	Select Use Original Stock on Hand.
	Processing Order	The processing order defines the items Micronet creates within the stocktake batch. For example, you can enter a starting and ending bin number to count a section or row in the warehouse. Select the processing order for the stocktake batch: Item Number Bin Number Bar Code Category Preferred Supplier Class.
	Warehouse	Select the warehouse for this stocktake batch.

Create the item list:

Select CREATE ITEMS then select PROCEED.

Print the count sheets and perform the physical count:

Select FILE | PRINT STOCK SHEETS.

When the physical count is complete, recall the batch to enter the new quantities:

Select INVENTORY | ADJUSTMENTS | STOCKTAKE.
Select FILE | LOAD.
Select the required completed count sheet from the list of batches.

Enter the count quantity for each item in the Enter Stocktake Line screen:

Select the first item, enter the counted quantity in the First Count field, then press F2 to move to the next item in the list.
Continue for all items in the batch, or select Cancel to return to the item list and continue by selecting an item further down the list.

Post the stocktake batch to update the SOH levels:

Select FILE | POST STOCKTAKE.
Print the Stocktake Processing Report if required.