Stock Take

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Stock Take

Stock Take is used to key in their physical on hand quantity as per date or stock take result. After keying in the result, the system will compare it to the quantity of each item by UOM, by location or by batch and make necessary adjustment.

To Create New Stock Take

Go to Stock > Stock Take

Click on Create A New Stock Take


ST1(1).png


Functional Buttons:


ST2.png


ST3.png to merge any same Item Code, UOM, Location and Batch No at the same time delete any line where physical quantity is empty.


ST4.png to add in item through filtering so that user does not need to add it 1 by 1, can be filter by item code, item group and item type.


ST5.png recalculate latest balance quantity in the system.


ST6.png to allow system to post a Stock Adjustment to adjust the item quantity accordingly. A Stock Adjustment entry will prompt with the items auto filled the different quantity between on hand quantity and physical quantity.


ST7.png to copy a new stock take which previously already save.


ST8.png to copy an existing stock take to a new stock take.


Click on Save & Preview,

ST9.png


ST10.png


Post to Stock Adjustment


ST11.png


The system will auto generate the stock adjustment with the item filled.


ST12.png

Click on Save.


ST13.png


Print Stock Take Listing


ST14.png


ST15.png


ST16.png

Go to menu

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