erp-manual:cloud:warehouse:stock-check
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erp-manual:cloud:warehouse:stock-check [2025/08/05 07:17] (current) |
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| + | ===== Start ===== | ||
| + | * Click on Stock Check Menu and then click on Create New button | ||
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| + | ===== Components of Stock Check ===== | ||
| + | * Header | ||
| + | * System List | ||
| + | * Physical List | ||
| + | * Save Document | ||
| + | * Attachment | ||
| + | * Comments | ||
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| + | ===== Header ===== | ||
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| + | **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: | ||
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| + | * **Target Document**: Select the target document for which the stock check is to done - Design, Raw Material etc. | ||
| + | * **Location**: | ||
| + | * **Required by Date**: Specify the date by when the stock check is required, this will help to make priority to stock check | ||
| + | * **Incharge User**: This is the person who will do the stock check. | ||
| + | * **Comments**: | ||
| + | * **Criteria**: | ||
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| + | **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. | ||
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| + | ===== Prepare List for Stock Check ===== | ||
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| + | * **Criteria**: | ||
| + | * **Prepare List**: Click on Prepare List button to create the list for stock check based on the Target Document, Location and Criteria. | ||
| + | * **Add Item Manually**: In Stock List section, there are the following options to manually add item: | ||
| + | * Scan Barcode or QR code to add item. | ||
| + | * Provide the Item Id in the box mentioned " | ||
| + | * Click + button directly, this will open search screen for users to search and select the item to add. | ||
| + | * **Remove Item**: To remove an item from the list, click on the Delete button for that item. A popup will open, provide the reason for removing the item from stock check and click on Confirm button to remove item | ||
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| + | ===== Stock Check Process ===== | ||
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| + | **Step 1:** To start the Stock Check, click on the Start Stock Check action button in the Header section. After the Stock Check starts, the System List section cannot be edited. | ||
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| + | **Step 2:** Complete the Stock Check Process: | ||
| + | * Click on the Physical List tab and Scan item Barcode or QR Code. A popup is opened for updating Physical count. | ||
| + | * After updating the physical count, click on Confirm button. | ||
| + | * If an item is missing, click on the Mark Missing button in System List section. this will set the physical count of the item as 0 and the status will be Item Missing. | ||
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| + | **Step 3:** To finish the Stock Check, click on the Finish Stock Check action button in the Header section. After the Stock Check finishes, both System List section as well as Physical List section cannot be edited. | ||
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| + | ===== Save the Document ===== | ||
| + | After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", | ||
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| + | ===== Attachments ===== | ||
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| + | Note: Attachments can be added only after document is saved. | ||
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| + | **Step 1:** | ||
| + | After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection. | ||
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| + | Users can select the file to attach or drag and drop the file on the popup | ||
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| + | **Step 2:** Click confirm to close the popup | ||
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| + | Note: At a time only one attachment can be uploaded. | ||
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| + | ===== Comments ===== | ||
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| + | Note: Comments can be added at any time, even if the document status is pending or closed. | ||
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| + | To add comment click on Add button and provide the comment in the popup. | ||
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| + | Note: User can edit only their own comment, eg: User A cannot change comment of User B | ||
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| + | ===== Process ===== | ||
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