Enter Stocktake Data for Warehouse
Enter Stocktake Data for Warehouse
To enter Stock Take results: When the assigned user enters the stock take results, the product parameters selected appear automatically. If more than one batch has been assigned to that user, you can select a different batch from the drop-down list.
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Select **Products **in the main screen.
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In the Stock Transactions menu bar, select** Enter** Stock Take, and a screen appears as below:
The Stocktake Year End screen in ABM for entering warehouse stocktake results. The toolbar includes buttons for Save & Close, Add All Products, Finish Batch, and a Printing section with options to Print Stock Take (Selected Batch), Print Stock Take (All Batches), Progress Reports, and Printer Settings. A dropdown at the top allows selecting a stocktake, showing "Year End at 10/03/2013 17:07." Below are fields for Batch, Batch Description (All Products), Product Details (3004 - Paint Additive Biocide Generic), Current Quantity (0), New Quantity (0), Bins dropdown, a "Goods In" indicator, Current Unit Cost (5.4185), New Unit Cost (5.4185), a "Use Last Cost" checkbox, and Location (Auckland). Cancel Item and Save and Next buttons are visible. The lower grid displays columns for Product Code, Product Title, Location, On Hand, Counted, Difference, and Unit Cost, listing multiple paint additive products across various locations including Shannon, Christchurch, Auckland, Dublin, and Head Office.
Stock Take screen for entering results
- Printing: Select this option to print the stock take or set the printer properties.
- Add All Products: Allows you to add records for all products to the current location.
- Finish Batch: Marks the batch as complete.
- Save and Close: Saves the stock take and close the screen.
- Enter a new quantity and change the cost of a product if necessary. Select the appropriate Bin from the drop down list, or select the default bin, and select 'Save and Next'. This displays the quantity on hand, the quantity counted, and any difference.
- Bins: You can select the default bin from the drop down list on the right hand side of the screen.
- Allocating to Multiple Bins. If the product is located in different bins, you can select the Bins button on the right hand side, and this will allow you to select the appropriate bin or bins and enter the appropriate quantity for each bin.
The Warehouse Bins screen for product 3004 - Paint Additive Biocide Generic. The toolbar includes buttons for Save & Close, Save And Next, and Show All Bins. The Home and Bins tabs are visible. The left panel displays a tree structure showing the Auckland location with folder icons for bins including "Goods In" and a bin numbered "12345(8)." The right panel is a grid with columns for Product Code, Product Title, and Quantity Counted, showing product 3004 (Paint Additive B(i)). At the bottom are color-coded legend indicators: Consignment Stock, Bonded Goods, Other Occupied Bins, Unavailable Bins, and Empty Bins. A "Total Number Required" counter shows 0 and "Total Assigned in Bins" shows 0.
Note: If the total quantity entered for the bin or bins does not agree with the quantity counted you will be advised that the quantity does not match and asked if the Bin quantity is correct or the line quantity entered is correct.
A Quantity mismatch dialog box in ABM. The message reads "The quantity counted in bins does not match the quantity specified for the line." Two buttons are presented: "The bin quantity is correct" (with explanatory text: "This will update the stocktake line to match the quantity counted in the bins") and "The line quantity is correct" (with explanatory text: "This will force you to correct the quantities in the bins so they match the line quantity"). A close (X) button is in the top right corner.
- Adding a New Bin: If the Bin number has not yet been created, you can Add a new Bin by selecting the Bins button, and selecting the Bins tab, and then selecting New Bin. Note: if the Area containing the Bin has not been created yet then you will need to select New Area first, and add the Area before adding the Bin Number.
The Warehouse Bins screen showing the Bins management tab for product 3004 - Paint Additive Biocide Generic. The toolbar includes buttons for New Area, New Bin, Open Bin, and Delete under a "Bin Management" section. The Home and Bins tabs are visible at the top. The left panel shows a tree structure for the Auckland location with a "Goods In" folder and bin "12345(8)" underneath. The right panel shows a grid with columns for Product Code, Product Title, and Quantity Counted, displaying product 3004 (Paint Additive B(i)). The bottom has color-coded indicators for Consignment Stock, Bonded Goods, Other Occupied Bins, Unavailable Bins, and Empty Bins, with Total Number Required at 0 and Total Assigned in Bins at 0.
When you have finished entering the quantity for the bin or bins you can select either Save and Close to return to the main counting screen or Save and Next move to the bin selection for the next product.
The Warehouse Bins screen for product 3004 - Paint Additive Biocide Generic, showing the bin assignment view. The toolbar includes Save & Close, Save And Next, and Show All Bins buttons. The left panel displays the Auckland location tree with bin folders. The right panel shows the product grid with Product Code, Product Title, and Quantity Counted columns. Color-coded indicators at the bottom show Consignment Stock, Bonded Goods, Other Occupied Bins, Unavailable Bins, and Empty Bins categories. Total Number Required and Total Assigned in Bins counters are displayed.
- Moving products within bins.
Whilst you are in the process of entering stocktake data, you can Drag and Drop products from one bin to another. Therefore, if you want to count the stock, but also move it to a different bin, then when in the Bins Screen, select "Show All Bins" firstly so that all bins are visible. When all bins are visible, select the product and the bin from where you wish to move it from, and drag it to the bin where it should be located. The existing bin will be displayed on the right hand side of the screen, and when you drag the product to the left hand side and select a bin, you will notice that the colour of the newly selected bin will change identifying the bin where the product will be relocated.
The Warehouse Bins screen for product 2003 - Acrylic - Overall Green 1L, demonstrating the drag-and-drop bin relocation feature. The title bar reads "Warehouse Bins for 2003 - Acrylic - Overall Green 1L." The toolbar shows Save & Close and Show All Bins buttons. The left panel displays a Christchurch location tree with a "Goods In" folder and multiple numbered bins (T1F1 through T1F8, 12345(5)). The right panel shows a product grid with columns for Product Code, Product Title, and Quantity Counted, with product 2003 highlighted. The bottom shows Total Number Required: 100 and Total Assigned in Bins: 100, with color-coded indicators for different bin statuses.
- When you have entered the quantity counted for all the products you have counted select 'Save and Close' in the menu bar to finish the batch.