Overview
After the system inventory data is determined in the count sheets, organizational and preparatory measures must be performed.
First of all, the person responsible for carrying out the count jobs and maintaining the captured quantity data into the sheets is indicated.
In practice, control storage bins are additionally determined for the temporary storage of identified surplus goods and damaged goods.
Before the count process is started, the counting storage bins, mentioned in the count sheet, are blocked.
All items and quantities corresponding to system records, as well as empty cells for entering actual data, are printed on paper. The enterprise itself determines whether it is allowed to display quantities in count sheets according to material accounting records.
As a result of the process, everything is ready for physical inventory count.
Video guide
Prepare for inventory count flowchart
Paths
| Path | Warehouse and delivery → Surplus, shortage, stock quality change → Inventory count sheets |
|---|---|
| In-app link EN code |
e1cib/list/Document.InventoryRecount
|
| In-app link RU code |
e1cib/list/Документ.ПересчетТоваров
|
How to assign inventory count job
1. Go to Warehouse and delivery, then click Inventory count sheets under Surplus, shortage, stock quality change.
2. In the Inventory count sheet workplace, select the Warehouse, select the Prepared status in the Status field.
3. Find the Inventory count sheet document and open it.
4. In the document, click the Main tab, specify the Assignee for the inventory count you want to carry out.
How to define control bins
1. In the Inventory count sheet document, click the Main tab, select Fill in default bins for count differences → For goods surpluses, and specify the default storage bin.
2. Select Fill in default bins for count differences → For spoiled goods, and specify the default storage bin.
3. Select the Print book quantity check box, if it is required.
How to block bins from movement
1. In the Inventory count sheet document, select the In progress status.
2. Check if the Lock storage bins check box is selected. Post the document.
Note
The system automatically blocks all the Storage bins specified in the Inventory count sheet in the In progress status.
How to print count documents
1. In the Inventory count sheet workplace, select the required document, and click Print.
4. Choose available Print forms and print them out.