Stock Take Update

You use this program to update items selected in a stock take with the latest costs and on hand quantities stored against your inventory warehouse records.

Toolbar and menu

Field Description
Start Processing

Updates the costs and quantities according to your selections.

Serial numbers no longer in the warehouse(s) selected for stock take are removed from the stock take selection and any quantities captured are removed from the first available bin with sufficient quantity. This ensures that the quantity captured balances to the number of serial numbers captured.

Costs and quantities for lot numbers are updated according to the bins, when Multiple bins are enabled. Otherwise all costs and quantities for lot numbers and serial numbers are updated.

You can use Stock Take Variance program to print a list of exceptions that may have arisen (e.g quantities were already captured against items).

You cannot update criteria while a stock take update is processing.
Print

This prints the information currently displayed in the listview, Report or output pane.

Save Form Values
This option is only enabled in Design mode (Automation Design).

Your selections are saved and applied when the program is run in automated mode.

Form values and defaults are applied at operator level (i.e. they are not saved at role or group level).

Stock Take Update Quantities and Costs

Field Description
Warehouse option  
Warehouse selection Select the warehouse(s) for which you want to update the quantities and costs of the items already selected for stock take.
Warehouse Enter the single warehouse for which you want to perform the selection.
Warehouse description Describes the warehouse selected.
Multiple bins  
Multiple Bins selection

If Multiple bins is enabled (Inventory Setup) then you can indicate the bin(s) for which to update the quantities and costs of items selected for stock take.

All bins Updates the costs and quantities of stock take items in all bins that existed when the stock take selection was made, as well as bins added after the stock take selection.
Selected bins

Updates the costs and quantities of stock take items in bins which existed when the stock take selection was made. Bins added after the stock take selection are ignored.

Bins for serialized items are always selected and updated, as serial numbers are not associated with bins.

Options  
Return results in listview Select this to view the results stock take update in the Selected Stock Codes Report pane.
After processing completed

These options are displayed within programs that can be automated. They enable you to indicate the action you want to perform once processing is complete (see Automation Design).

Selected Stock Codes Report

This pane displays the results of the processing function you selected once processing is complete.

The results are only displayed in this pane if you have selected the Return results in listview option and have not selected to close the application at the After processing completed section.

Notes and warnings

Costing considerations

  • The Last cost is used if your Costing method is set to FIFO or LIFO (Inventory Setup).

  • The Unit cost is used for all other costing methods (Warehouses).