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

Open

 

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.

Open

The other fields are 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.

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.