Stocktake reports are within the reporting section of the site, however additional functionality within the same option to provide you with historical informational printed stock take
Options available are
New
Will open the Stock Take Report generation form
Historical
Opens historical information on previoulsy requested stock takes
| Table of Contents |
|---|
| Child pages (Children Display) | ||
|---|---|---|
|
New Stock Takes
The option in the reports menu has the ability to generate a stock take, which is emailled to the user. The format of this is excel and there are no facilities in the WMS to be able to take this information back into the WMS to record it, this has to be carried out manually
HOWEVER, if you use Flex then your stock take is generated, you complete this using the handheld and the results are stored in the WMS and afterwards you can report on the entire stock take or just the variances.
You can generate your own stock take report from the warehousing reports “Stock Take New” option.
| Tip |
|---|
The minimum information required to produce a stock take is : |
The other fields are options optional and can be completed if you require, unless you know the aisle, row, height information then you should lookup a location from and to.
On the output you can hide the quantities and produce either a PDF or a CSV report, or simply just save the report and then access it through the historical stock take reports.
| Note |
|---|
Any issues when the report is produced will be shown in the panel above the save buttons. |
| Warning |
|---|
Production of a report manually will NOT make the report available within FLEX and will not allow you to record variances for the report on the system, you can only do this through Vision FLEX handheld option |
Historical
This is used to obtain copies of stock reports which have previously been produced through the WMS manual option in addition this also shows the FLEX stock reports (will have FLEX ticked)
If you use FLEX then you will find that you can enter the actual quantities and when you produce the report through this tool you will see a report which contains both the expected and the actual quantity recorded.
| Warning |
|---|
Recording Stock differences DOES NOT alter the stock levels in any way, you should reconcile and then decide how you will handle the stock loss. |