Stock Count
Create Stock Count
Create Stock Count with Import Excel Template
Transfer Stock Count to Stock Adjustment
Click Stock Control.
Create Stock Count
Click Manage Stock Count(s)
Click Create.
Fill in the field of highlighted in yellow:
a. Ref Code – referenced code for the stock count.
b. Doc Date – date of stock count.
c. Description, Remark 01 or 02
Click Save & Continue.
A message will show the stock count created.
Click Create New Line.
Fill in the fields highlighted in yellow:
• Location – Select the correct stock location
• Count Qty – The total qty of physical stock as per stock count
Example: Warehouse have physical stock of 56 box. Enter 56 in quantity.
• UOM – Select the correct UOM (Exp: Unit/ Bag / CTN…)
Click Create.
A message will show the line created.
Continue to create for next item.
Click Close once done create all item line
Click Save to save the stock count as Draft.
Click Confirm to confirm the stock count as WIP status.
If click Save, a message will show the stock count was saved with Draft status.
Click Confirm. Click “OK” to confirm the document.
Another message will show Stock Count confirmed, with WIP status
Click Close.
click here to close
Create Stock Count with Import Excel Template
Click Stock Count.
Click Import/Export Excel.
Select Default Location
Select Mode – Item status
Click Download. This will download an excel file with current stock balance
A message will show a number of records exported
Ensure the downloaded file is with current date and time
Click on the File link to download an excel file
An excel file will be downloaded as below format.
Perform stock count and update the Qty (Column Q) in the excel template.
Column A (REF_CODE) & B (HDR_DESC) is compulsory field to fill in:
a. REF_CODE to fill your reference code for this stock count.
b. HDR_DESC to fill description of this stock count.
After update the Stock Count in excel format. To upload file into system- Click Choose File
Select the file with updated stock count qty
Click Upload
Click Preview – A line with uploaded file info (Ref Code, Description Document Date) generated
Click Create
A message will show Stock Count file created
Click Close.
The uploaded stock count was saved in Draft status.
Click the pencil to edit.
Check and edit the stock quantity & UOM.
Click Confirm once done.
Click OK to confirm the document
A message will show the Stock Count confirmed as WIP.
Click Close.
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Transfer Stock Count to Stock Adjustment
The Stock Count need to be transferred to Stock Adjustment to adjust on stock level
Select the Adjustment Date (actual stock count date) for the stock count.
Tick on the Stock Count.
Click Transfer selected line(s).
Click OK to perform the transfer line to Stock Adjustment List
A message show Stock Adjustment generated
The stock count was transfer to bottom part as Draft status.
Click pencil to edit
Click Confirm
Click OK to confirm the document.
A message will show the stock adjustment confirmed and completed.
Stock level will be adjusted accordingly.
Click Close.
To view the transaction, click Stock Adjustment.
You will see the transaction. Click the magnifying glass to view.
click here to close