Stock Take

When a stock take is completed on the Hand Held devices, AutoMagic

This section cover what happens when a stock take is completed on the WMS Hand Held devices.

A stock take is a physical count of the stock in a location. During a stock take, records of the stock are created for each Unit load in the location and for each Stock on the Unit load. For many locations there will be only one unit load in each location.

Stock take orders can be raised by:

1. From the main menu select, Stock, WMS, Locations
2. Highlight the locations required for stock taking.
3. From the 3 Bar menu select With selection, Stock Take locations

Stock taking orders will in one of 4 states.

These orders are Locations that require stock taking.

This state denotes the stock take order has been started. In this state the location will be locked for stock taking. No changes are allowed in that location until the stock take is complete.

At the end of the count the software will make a decision. If:

1. The count matches the Unit Load records; there are no adjustments required, and the Stock Take Order is marked as Accepted
2. The counts don't match and a stock adjustment is required. I this case the stock taking order is set to Counted

In this state, the stock take counts did not match the actually WMS counts and adjustments are required. There are three choices:

1. The counts can be made to match, and the stock take is marked as Accepted
2. A recount is required, and the stock take order is send for recounting. The location will be unlocked and the order returns to the Open state for counting again.
3. The stock take order is rejected.

The 3 Bar menu contains options for selecting how you want the stock take order to be treated. A stock take order can only be Accepted if all the counts match the actual stock.

The location will be unlocked and this stock take is abandoned.

The location will be unlocked and the stock take is completed. Stock takes in this state show that exact state of the location at the time the stock take was accepted.

We split this section in to:

• Normal Location These could be storage locations or picking locations containing a Unit load.
• Free picking locations where we do not maintain a count of the stock and the quatity in each location is a calculation of the stock on hand.

In each section we outline what to do in each senario.

Highlight the stock unit. From the menu select Correct Stock Unit Quantity

Highlight the stock unit. From the menu select Correct Batch No /BBD

Highlight the Unit Load. From the menu select Correct unit load location

Highlight the Unit Load. From the menu select Correct unit load location

The stock take might have missed a Stock Unit. Highlight the Stock Unit. From the menu select Move to clearing location

In this senario we do not delete the Stock unit because it is likely that this Stock unit is in the wrong location. It may well be found in an other location. Therefore, we move the Stock Unit to the Clearing location.

Highlight the Unit Load. From the menu select Create stock unit

Highlight the stock unit. From the menu select Correct Stock Unit Quantity

Highlight the stock unit. From the menu select Correct Batch No /BBD

The stock take might have missed a Stock Unit. Highlight the Stock Unit. From the menu select Correct Stock Unit Quantity

The stock on hand will be adjusted so that it is effectively zero

If the stock is allowed to be stored on that locaiton, from the menu select Create stock unit. This will adjust the stock on hand so that the correct amount of stock is shown in the location.

I the stock is not allowed to be stored in that location. The only choice is to reject the stock take.