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Stock counting operations are carried out in order to compare the stocks appearing on the system with the actual stocks in warehouses and locations. These stock counts, which are carried out by companies at certain intervals, are transferred to the system through Counting Transactions. After the counting document is uploaded to the system, the Counting comparison screen lists the current stock in the system and the counting result on the basis of stock code. From here, you can perform the necessary "Count Lack" and "Count Surplus" operations for missing or excess stocks.

Path: ERP > Sales-Distribution > Shipment-Logistics > Counting Procedures

From the Counting Transactions page, the following steps are performed respectively

Counting Documents
Counting Document Add (Stock Counting)
Combine Counting Documents
Combined Documents and Voucher Creation
Reset Counts
Counting Comparison

Add Counting Document (Stock Counting)

When stock counting operations are to be carried out, counting documents are created as prescribed by Workcube and recorded in the system. The point to be considered here is that all stock movements (delivery note records, vouchers, cash sales documents, etc.) are completed for that date and that location. Only after these processes are completed, counting should be done and counting documents should be recorded in the system.

It is edited in the desired form (CSV) as given on the add stock count file page below and transferred to the system by selecting the relevant date and warehouse-location.

Document Separator: Select the separator defined in the Document separator field. (This selection varies depending on whether there is a comma/semicolon between the information in your document.)
Transfer Type: "Barcode", "Stock Code" and "Special Code" are selected from this field.
Document: In the Document field, you can view the document saved on your computer with the help of the "Browse" button.
Warehouse/Location: This field is used to select which warehouse stock your stock counting import will be transferred to.
Date: Specify the date of the stock counting by clicking on the icon next to it.
Additional Fields 1,2,3,4: Additional fields: Product Spec ID, Shelf ID and expiration date. Allows adding columns. This information must be written in the additional field order in the document to be uploaded. (Not mandatory).

Merge Counting Documents

In the process of merging counting documents, the documents entered for that warehouse are combined according to the warehouse and date we choose. Thanks to this page, it is possible to enter more than one stock counting file into the system for a warehouse-location.

Considering the possibility that there may be more than one of the same product in each of the counting transactions/documents made in the same location, the documents will be merged after the counting process is completed. Taking into account the conditions just mentioned on WorkCube, the user creates cumulative values for census documents belonging to the same location on the same date. This is by bringing together the numbers in all documents for any stock and converting them into a single value.

Merge Documents

In merged documents, the update page of the merged document opens with the "pencil" icon next to the document. Thanks to this page, it is possible to update the combined document details for minor changes without revising the counting file.

Combined Documents and Voucher Creation

A voucher must be created for cumulative values. These plugs are of 2 types. "Counting slip" for products whose number is more than it should be, "waste slip" for products whose number should be less than it should be. The system lists the products with cumulative values created for that date and that location in lists of 60 and creates relevant receipts. After a page is created, another 60 times, the created products do not appear again. The process continues until there are no products left.

In the voucher creation process, the checkboxes next to the products listed are marked and a voucher is created by selecting counting voucher and waste voucher as the transaction type above.

This process adds "-" (minus) or "+" (plus) to the stock in order to equalize the stocks of the products in the warehouse with the data we provide in the file.

After checking the checkboxes on the combined documents page and selecting the counting slip transaction types, stock slips are created for all selected warehouse locations with the create stock slip button.

Reset Counts

Next, the system predicts a reset process for products that cannot be counted in that location (that is, products that appear to be in the system but cannot be counted because they are not in the location). This process should only be done after the cumulative documents have been created for that date and that location.

With the created counting slip, the stocks are reset to zero and our system is now synchronized with the number of products in the warehouse. This process equalizes the stock numbers received with the stock voucher with the system and resets the stocks of products that are in stock but not counted in the document.

Count Comparison

Count Comparison Report works on combined documents. It provides the opportunity to examine the differences between the combined documents and the existing stocks.

If you need to correct a document after all operations, you can do this by undoing the same operations. (The reset is undone, the vouchers are deleted (you need to delete them manually), the cumulatives are deleted (combined document lines) and the process is started from the beginning by deleting only the relevant document and saving the new one to the system.

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About Workcube Objects

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It is used to reset products that cannot be counted at the location after the stock counting process is performed (that is, products that appear to be in the system but cannot be counted because they are not at the location).

Type: Import Version: Catalsyt v5 Licence: Standard Author: Workcube Core