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
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.
The minimum information required to produce a stock take is SITE CODE and either CUSTOMER or WAREHOUSE
The other fields are options 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.
Any issues when the report is produced will be shown in the panel above the save buttons.
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
