Stock Count

Configure and perform Stock Counts

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Stock Count

Stock Count - Need to know

Perform stock multiple stock counts simultaneously. Create, name and date, full or specified stock counts. Adjust stock, and store count history. Use barcode scanner, WMS console or printed count lists.

New Stock Count

Stock Count>Stock Counts>New

Edit Stock Count
Date	Arbitrary
Name	Unique ID
Owner	Select WMS User
Count by	Items, Locations, or Locations and Items.
Full Stock Count	Count everything

Define a stock count

Before beginning a stock count, you need to choose a stock count method and type.

Three stock count methods:

• By Item

• By Location

• By Location and Item

When you choose a method you can perform two types of stock count:

• Specify a selection of stock

• All stock

Stock count strategies

You can create and optimize stock count strategies using the Group and Count Order parameters on individual Location configurations.

You can assign Locations to a named Group, by entering the Group name into the ‘Group’ field on each Location configuration.

You can assign a Count Order to a Location, by entering the count sequence number into the ‘Count Order’ field on each Location configuration. Count order defines where in the count sequence this location will occur.

See Locations.

To bulk create assignments use the Locations Import sheet. You’ll find this in the SOWMS plugin configuration.

See Import Locations.

You can perform a Blind Count, for example when you’re getting started and don’t want to rely on your old system’s numbers. A Blind Count forces warehouse personnel to physically count the stock at each location and enter a number.

Stock count Status

Open	Set when Count is created. You can now edit the Calculated Qty column in the Counted Stock pane by clicking on the row within the column.
Counting	Set when the Count is locked for Counting. Stock Counts pane>Actions>Lock for Counting.
Completed	Set when counting is complete. Stock Counts pane>Actions>Count Complete.
Adjusted	Set by ‘Adjust Stock’ Action on Counted Stock Pane. This Action becomes active when both of the following conditions are present Count status has been set to Count Complete (see above ‘Completed’). A Variance exists. The Adjust Stock action will post a Stock Adjustment.

Panes and Actions

Stock Counts pane
>Refresh	Update the panes.
>Actions>Count Complete
>Actions>Lock for Counting
>Print Count Sheet
>New	See above 'New Stock Count'.
Items or Locations pane	Toggle down arrow ⩒ to flip views between ‘Items’ and ‘Locations’. If the New Count type is Items only, the pane name will show as ‘Items’. If New Count type is Location, or Location and Items the pane name will show as ‘Locations’.
>Add or Add All	Add the selected Locations or Items (checkbox) to the Count.
>Find	The Find function popup will display: Find ‘Item code/Description’ if the pane name is Items. Find ‘Location Name/Barcode’ and Group if the pane name is Locations.

Counted Stock or Locations pane	Toggle down arrow ⩒ to flip views between ‘Counted Stock’ and ‘Counted ‘Locations’. If the New Count type is Items only, the pane name will show as ‘Counted Stock’. If New Count type is Location, or Location and Items the pane name will show as ‘Counted Locations’.
>Remove	Remove selected (yellow highlight) Item/Location.
>Adjust Stock	Set by ‘Adjust Stock’ Action on Counted Stock Pane. This Action becomes active when both of the following conditions are present Count status has been set to Count Complete (see above ‘Completed’). A Variance exists. The Adjust Stock action will post a Stock Adjustment.
>Find Pane name = ‘Counted Stock’
Item Code/Description	Enter the value.
Location Name/Barcode	Enter the value.
Counted Stock with discrepancies = OFF	Only return results of counted stock with no discrepancies.
Counted Stock with discrepancies = ON	Return results of counted stock with discrepancies.
>Find Pane name = ‘Counted Locations’
Item Code/Description	Enter the value.
Location Name/Barcode	Enter the value.
Only non-counted Locations = OFF	Return results = all Locations.
Only non-counted Locations = ON	Return results = only non counted Locations.

Stock count from WMS Console

See this video - Stock Count.

Stock count from Barcode Scanner

See this video - Scanner Stock Count.