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erp-manual:cloud:warehouse:stock-check
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erp-manual:cloud:warehouse:stock-check [2024/03/29 10:26] Varun Nagrecha created |
erp-manual:cloud:warehouse:stock-check [2025/08/05 07:17] (current) Kalpesh Popat |
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| ===== Prepare List for Stock Check ===== | ===== Prepare List for Stock Check ===== | ||
| - | * Line Items: Add / Edit items that are required | + | * **Criteria**: Add Criteria for filtering the list for stock check. |
| - | * for Each item further information that is required | + | * **Prepare List**: Click on Prepare List button to create the list for stock check based on the Target Document, Location and Criteria. |
| - | * Budget breakup: For accounting purpose, provide details of budget | + | * **Add Item Manually**: In Stock List section, there are the following options to manually add item: |
| - | * Tax breakup: For legal purpose, provide details of the Tax applicable | + | * 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 | ||
| - | **Step 1:** Add line item: In Line item section, there are following option to add new item: | + | ===== Stock Check Process ===== |
| - | * **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. | + | |
| + | **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. | ||
| + | **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. | ||
| - | **Step | + | **Step |
| - | * Quantity, Cost, Discount, Tax | + | |
| - | * Comments, Reference Code, etc | + | |
| - | * After editing is done, click **Confirm** to close the popup. | + | |
| - | **Step 3:** Provide Budget Breakup. Click on Action button " | ||
| - | * Click Add Record to add Budget, specify Budget Code, Cost Center, and percent of total value to allocate to this budget. | ||
| - | * Repeat the above step for each budget code | ||
| - | * Total percent of all rows cannot exceed 100 percent | ||
| - | * After all budget is provided, click Confirm to close the popup | ||
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| - | **Step 4:** Provide Tax Breakup. Click on Action button " | ||
| - | * Select the tax template that is applicable for that item. | ||
| - | * System will auto calculate the tax breakup and show it on the screen | ||
| - | * Instead of coming to the Tax Breakup popup, users can also select the Tax Template directly from the Line Item Edit screen. | ||
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| - | Repeat the Step 1, 2, 3 and 4 for each item to be added in the Line Item | ||
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| - | ===== Payment Terms ===== | ||
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| - | **Step 1:** Click edit Terms. System will open a popup to edit the information of the terms. following information is required: | ||
| - | * Payment date, Credit Days, Payment Terms and Mode of Payment | ||
| - | * After editing is done, click **Confirm** to close the popup. | ||
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| - | ===== Summary ===== | ||
| - | |||
| - | This section will show the following key information | ||
| - | * Values: Total value of the transaction, | ||
| - | * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to | ||
| - | * Status of the document | ||
| ===== Save the Document ===== | ===== Save the Document ===== | ||
| Line 106: | Line 77: | ||
| + | ===== Process ===== | ||
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| + | <div class=" | ||