Stock Check

The Stock Check module is used for managing and updating Stock levels.

Discover Stock Check

Stock Check Data Grid

Navigation

Main Menu > Items (Customisable Module Title) > Stock Check > View

Date - When this check-box is ticked you are able to filter the Stock Check records displayed in the data grid by date, select the desired date from the drop-down list.
Category - This allows you to filter for Items by Category.
Material - This allows you to filter for Items by Material.
Location - This allows you to filter for Items by Location.
Active - This shows only active Items. This Active filter is checked by default and will exclude Items with zero balance and for which no transactions exists.
Base Unit - This allows you to only view Base Unit Items in the data grid.
Sort on - This sets how the Data Grid is sorted by default. You are able to select; Description, Code, Bin No. and Sub Category.
Data grid - This shows the Stock Checks created for Items by ID, Date, Description, Category, Location, Bin Number, Count Quantity, Unit, Total Quantity, Unit. The Count Quantity can be updated here after creating a new Stock Check. Additional fields are available in the Field Chooser.
By right-clicking on a Stock Check Item the following additional functionality becomes available:
- View/Edit Note - This will open a text field where you are able to record notes regarding the Stock Check Item.
- Open Item - This will open the Item Setup interface.
- View Item Summary - This will open the Item Summary side-panel.
- View Inventory (Alerts) - This will open the Item Summary displaying Inventory Alerts, if any. Find more about Stock Check Alerts below.
- Delete the Stock Check Item - This will delete the Stock Check Item from the data grid.
Update - This allows you to multi-select Stock Check Items and click Update to update the selected items as follows:
- Standard Items - The Unit and Convert Qty will be updated and if the selected Stock Check Item = Base Unit, the Est Qty will be updated.
- Stock Items - The Unit, ConvertQty and Est Qty will be updated.

Note

If the Count Qty is the same as the Est Qty, it will be updated too (Assumption is that it has not yet been updated).

11. Delete - This allows you to delete Stock Check Items. Multi-select Stock Check Items and click Delete to delete.

Note

The Opening Stock Checks will not be deleted (Opening Stock Checks are highlighted in yellow).

12. Menu - Additional functionality is included in the Menu.

Show Notes - This will make the Notes visible in the grid view.
Clear the 'Count Qty' - This allows you to clear the Count Quantity field back to zero.
Delete all Stock Check Items - This allows you to delete a Stock Check.

New Stock Check

You can create a Stock Check either for all Categories, Locations, and Material. Alternatively a Stock Check can be created for a specific Material Category, Location, and/or Material.

Navigation

Main Menu > Items > Stock Check > New

Date - This is the date for the Stock Check.
Base Unit - When creating a new Stock Check, you can opt to only create Stock Checks for the Base Unit of the Item.

NB

This does not apply to Items where Tracking = Batch.

3. Category - This drop-down shows the list of Item Categories.

4. Location - This shows a list of Inventory Locations.

5. Material - This shows a list of all Material Items.

Note

There are two ways Stock Checks are created:
- System Stock Checks are created when a new Inventory item is added or when the Unit on the Inventory Item is changed. A count may be added to these stock check items and they can not be deleted. (TypeID = 0)
- User Stock Checks are created manually in the Stock Check module and can be deleted. (TypeID = 1)
If an Item's Unit is changed, the corresponding Unit on the Stock Item will also be changed.
When a Stock Transaction is dated before the Opening Stock Check, and no other Stock Checks have been created, the date of the Opening Stock Check will be moved to 1 day before the Transaction date. This allows you to, for instance, add a new Item and then make backdated Stock Transactions for it.

Stock Check Alerts

The Stock Check module display a Warning when there are Pending Transactions that are dated prior to the Stock Check date. You can right-click on the item to view the Inventory (Alerts) which will display the rogue transactions. See Image below:

When a Transaction that contains inventory items and the transaction date is less than the last Stock Check Date is Saved, a warning is displayed. See image below:

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