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Stocktake reports are within the reporting section of the site
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, however additional functionality
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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
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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.
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The minimum information required to produce a stock take is : |
The other fields are
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Contains a listing of all stock takes generated from within VW (for manual stock takes) or using FLEX (where you can enter discrepancies and variations)
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A manual VW stock take can not be used on FLEX, it generates its own. |
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When FLEX updates the stock take with the results you can add additional items, record variances and then the report is marked as COMPLETE |
The output format from this is the same as when you generate a manual stock take report you can have this with or without quantities and you can select from a PDF or a CSV format.
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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.
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Any issues when the report is produced will be shown in the panel above the save buttons. |
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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 |
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| title | Flex Stock |
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If you create a stock take report within FLEX it will generate the report for the device, in addition it can be viewed on the main VW system.
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FLEX provides you the ability to record variances as well as indicate additions to the stock within the location, all of which can be viewed on the output report available in the historical stock take reports option within VW |
When you complete the stock take on FLEX it will load this data back into the main VW system, record it and then you can report on it.
Some sample screens are shown below all with test system data, this is just to show you what it looks like.
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You will notice above that there is an option to add a new row, this allows you on FLEX only to take a note of something in the location which is not showing on the stock report.
This will be recorded and on the report showing discrepancies.
From a stock take you have to choose whether to adjust the stocks, it could simply be in the wrong location, so investigation is usually necessary
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| title | Flex Stock |
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If you create a stock take report within FLEX it will generate the report for the device, in addition it can be viewed on the main VW system.
| Info |
|---|
FLEX provides you the ability to record variances as well as indicate additions to the stock within the location, all of which can be viewed on the output report available in the historical stock take reports option within VW |
When you complete the stock take on FLEX it will load this data back into the main VW system, record it and then you can report on it.
Some sample screens are shown below all with test system data, this is just to show you what it looks like.
...
You will notice above that there is an option to add a new row, this allows you on FLEX only to take a note of something in the location which is not showing on the stock report.
This will be recorded and on the report showing discrepancies.
From a stock take you have to choose whether to adjust the stocks, it could simply be in the wrong location, so investigation is usually necessary
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| title | Historical Stock Take Reports |
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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.
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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. |