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View Stock Count

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About Stock Counts

The View Stock Counts provides a screen for you to view all of your stock counts and filter your search based on their status and/or warehouse location.  This page also allows you to add a new stock count and import stock counts. 

A stock count must be completed to ensure you know that the stock quantities are up to date and reliable.
You can create a new stock count from Inventory | Transactions | Stock Counts and clicking the Add Count button.

 

Functional descriptions

Header field description

Status: Drop-down menu where you can select the specified status that you want to filter for.

The filters available are:

  • All - displays all of your stock counts, no matter the specified status assigned.
  • In Progress - displays all current stock counts that are assigned the 'In Progress' status in your Unleashed account. These are unfinished counts, they are created but not completed.
  • Completed -  displays all current stock counts that are assigned to the 'Completed' status in your Unleashed account. Once complete, all of your stock is updated in Unleashed, and the stock becomes unfrozen.
  • Deleted - displays all current stock counts that are assigned to the 'Deleted' status in your Unleashed account. Stock counts in this status will still appear and be able to be searched for, it is just that the stock count is deleted and therefore has no impact on your stock going forward.

Warehouse: Drop-down menu where you can select the specified warehouse that you want to filter for.

 

Grid columns

Stock Count Number: Displays the specified stock count number available on the list.
Stock Count Name: Displays the name of the Stock Count, this is specified by the user but can be left blank.
Warehouse:  Lists the name of the warehouse that the stock is located in.
Status: Displays the status of the stock count, i.e. In Progress, All, Completed and Deleted.
Start Date: Displays the start date of the specified stock count at line level.
Number of Products: Lists the number of products that the stock count holds.
Count Progress: Displays the progress made of the specified stock count at product line level. 

 

Adding a Count

You can add a count from this page easily by simply clicking on the Add Count button. When this is done you go straight to the Create Stock Count page where a count is created with the next stock count number available.  Pick the products and filters you require and then click Create Count - as a result, all of your stock levels will freeze for all of your products in that specific count.

See the Create Stock Count page for more information.

 

Importing a Count

You can import a count from this page by simply clicking on the Import Count button. This will take you straight to the Import Stock Count page.

See the Import Stock Counts page for more information.

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