Stock Take
Stock Take Options
When you click the Stock Take button on the Stores tab in Command Centre, you will be given the options show above to choose from. List by Part No. and List by Location offer to print a listing of your entire stock file in the appropriate sequence. If you are undertaking a major stock take, as opposed to updating a few stock lines, this can be useful to use for writing the physical count against each item.
Clicking the Run Stock Take will present the screen shown below.
Stock Take
The Resource Records will initially be presented in Part. No. sequence (order). Clicking the Set Order to LOCATION button will change the order of the records to Bin Location sequence, and the legend on the button will change to
Set Order to PART No. Clicking it now will restore the original sequence. You can toggle between these states as you wish, so that you can step through the records in the appropriate sequence.To enter the new stock figure, simply click the Edit Record button, key-in the new (counted) number and click the Save Record button. The text box to the right of the New Current Stock entry show the +/- stock adjustment, and the Stock Take Event will be recorded to the Stock Movements log for this item with an appropriate inwards or outwards transaction.
NOTE: If there is no change to make, i.e. the counted figure agrees with the Stock figure shown, you may still wish to record the fact that a Stock Take for this item has taken place. To do this, click the Edit Record button as above, and then without making any entry in the New Current Stock field, click the Save Record button. You will be asked if you want the
Stock Take Event to be recorded. If you click the Yes button, a record of the Stock Take will be placed in the Stock Movements log for this item, but both inward or outward movements will be shown as zero. In other words, the stock figure will not change.To navigate the file, you can click the Next Record or Previous Record buttons (or the Top Record and Bottom Record buttons), OR click the Find Record button, OR click the Stock List tab, find the item you are looking for by scrolling up or down the grid, click it when you find it, and then click the Stock Item tab.
Clicking the Print button will enable you to print a report of the adjustments made during this Stock Take session.
