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How to perform stock taking

Posted2025-02-21
Updated2025-02-21
Byadmin

Step 1: Prepare Stock Taking

  1. Go to Stock Taking Menu
    • Navigate to Inventory > Stock Taking from the left-hand menu.
  2. Initiate the Stock Taking Process
    • Click the Run Prepare button.
  3. Confirm the Preparation
    • A confirmation popup will appear asking, “Do you want to run Prepare process for Stock Taking?”
    • Click Yes to proceed.

Step 2: Print Checking List

  1. Go to Print Checking List
    • Click on the “2. Print Checking List” step at the top.
  2. Select Stock Taking Details
    • Choose the Stock Taking No from the dropdown.
    • Select filters such as Location, Item, and Item Type (optional).
    • Check or uncheck report display options as needed.
  3. Export the Checking List
    • Click Export to generate a printable stock checking report.

External Process: Physical Stock Counting

  1. Print the Checking List exported from Step 2.
  2. Conduct a physical stock count based on the items listed in the Checking List:
    • Verify the quantity of each item at its respective location.
    • Record the actual counted quantity on the Checking List document.
  3. Verify the recorded data before entering it into the system.

Step 3: Enter Stock Taking Counts

  1. Go to Stock Taking Entry
    • Click on “3. Stock Taking Entry” at the top.
  2. Enter Stock Taking Criteria
    • Select Stock Taking No and choose the Location for stock counting.
    • Click Search to retrieve stock items.
  3. Enter the Counted Quantities
    • Input the counted stock value in the Counted column.
    • Use the data recorded on the external Checking List.
    • Ensure the entered quantity matches the physically counted stock.
  4. Save the Entered Counts
    • Click Save after entering the stock counts.

Step 4: Update Stock Taking Process

  1. Go to Update Process
    • Click on “4. Update Process” at the top.
  2. Select Update Parameters
    • Ensure the correct Stock Taking No, Period, and Prepare By details are displayed.
    • Select the Location to update.
  3. Run the Update Process
    • Click Run Update to apply the counted stock data.
  4. Confirm the Update
    • A confirmation popup will appear. Click Yes to proceed.