Stock Check Tutorial

Overview#

Stock Check refers to the process of verifying and assessing the quantity and availability of materials or products in inventory.

The purpose of a Stock Check is to maintain inventory control and support efficient production planning and order fulfilment.

💡These tutorials explain how to record stock check quantities and how to print stock-take reports.

How to View Stock Checks#

1. Navigate to Stock Check.
2. Apply any of the filters as needed, including the dropdown list next to Sort on.
3. Click View (button).

How to Change the Status of Multiple Stock Checks#

1. Navigate to Stock Check.
2. Click View (button).
3. Select one or more items on the list (use Ctrl + left-click).
   • Note: The status applies to the whole Stock Check (the header record), so all the count records with the same SC ID change together.
4. Click Actions (button) > Set Status to Pending, or
5. Click Actions (button) > Set Status to Complete.
6. Confirm the action on the popup.

How to Delete Stock Checks#

1. Navigate to Stock Check.
2. Click View (button).
3. Select one or more items on the list (use Ctrl + left-click) that have Pending statuses.
4. Click Actions (button) > Delete Stock Checks (Pending only).
5. Confirm the action on the popup.

How to Set Stock Quantities to Zero#

1. Navigate to Stock Check.
2. Click View (button).
3. Select one or more items on the list (use Ctrl + left-click).
4. Click Actions (button) > Set 'Act Qty' to 0.
5. Confirm the action on the popup.

How to Create a New Stock Check#

1. Navigate to Stock Check.
2. Click New (button).
3. Category = Select a category, or select All.
4. Location = Select a location, or select All.
5. Check or uncheck the checkbox next to Active Materials as needed.
6. Click View (button).
7. Select all the items you want to check.
8. Change the date, if applicable, next to Create Stock Check dated (defaults to yesterday, and you cannot choose a date later than that).
9. Click Create (button).
   • Note: You do not see any change when the items are created. You only see them after you close the block.
   • Note: If a material already has a Stock Check at that location dated on or after the selected date, its latest Stock Check is updated instead. The quantities are recalculated (replacing any counted quantity already entered), and the status is set back to Pending.
10. Click Close (button).
11. On the list of Stock Checks, click the Status column twice to show the Pending items at the top. Alternatively, click the small filter icon on the status heading and click the Pending block.
12. Enter the counted quantity in the Act Qty column if required.
    • Note: You cannot enter a negative quantity.
    • Note: You can only enter a quantity while the Stock Check is Pending.
13. Click Save (button).
14. When all the counts are entered, select the Stock Check lines and click Actions (button) > Set Status to Complete, then confirm the action on the popup.
    • Note: Pending Stock Checks are not counted in the quantity in stock.
15. To change any of the other fields, right-click the line item and select Open linked Material Item.

How to View a Material Summary#

1. Navigate to Stock Check.
2. Click View (button).
3. Right-click any item and select View Material Summary.

How to View an Item's Stock Movements#

1. Navigate to Stock Check.
2. Click View (button).
3. Right-click any item and select View Detailed Register.

How to Print or Email Reports for Stock Counts#

1. Navigate to Stock Check.
2. Click View (button).
3. Click Output (button) > and select an option:
   1. Print > Stock Check - Count: Prints to the default printer.
   2. Print (Show Dialogue) > Stock Check - Count: Lets you choose a printer.
   3. Preview > Stock Check - Count: Displays the lists on screen.
   4. Email > Stock Check - Count: Opens your default email template with the stock sheets attached in .pdf format.

How to Print or Email Reports for System Stock Quantities#

1. Navigate to Stock Check.
2. Click View (button).
3. Click Output (button) > and select an option:
   1. Print > Stock Check - System Qty: Prints to the default printer.
   2. Print (Show Dialogue) > Stock Check - System Qty: Lets you choose a printer.
   3. Preview > Stock Check - System Qty: Displays the list on screen.
   4. Email > Stock Check - System Qty: Opens your default email template with the stock sheets attached in .pdf format.

How to Email a List of Stock Checks#

1. Navigate to Stock Check.
2. Click View (button).
3. Click Menu (button) > Email Excel to open the default email template with the list attached as a .xlsx file, or
4. Click Menu (button) > Export Grid to choose where to save the .xlsx file.