Stocktake and counts
Record what is physically present and explain important differences from the system estimate.
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A stocktake is not a shortcut
Can I use a stocktake to fix a missing receipt or transfer?
No. A stocktake records what is physically present and explains variances. Record the missing receipt, transfer or waste through its correct workflow, then use the ledger to trace the history.
Who can use it
Before you start
- Counting is scheduled and stock movement is controlled during the count.
Know the screen
1
Count session
Groups the count by location and date.
2
Variance review
Compares entered physical quantity with the system estimate.
Step by step
1
Choose the count location and date.
2
Count physical stock before entering numbers.
3
Review material variances and add an explanation where required.
4
Post only after the count owner agrees.
Watch out
- Do not use a count to hide a missing receipt, transfer or waste record.
UAT screen reference
Screen reference is captured from the UAT page after this workflow is verified.
Pending verified UAT capture
Source page: /inventory/counts