Continuous Stock Take

Table of Contents

Introduction

What’s New

Advantages

How to use

Summary

Release Note

Release Date: September 12, 2024

Introduction

In the Warehouse Management System (WMS), we have introduced a new and alternative method for conducting location-wise stock takes. This method eliminates the need to scan the products individually and manually update the final count. Instead, users can now continuously scan all the products within a location, and the system will automatically calculate the quantity, streamlining the stock take process.

What’s New:

Previously, users had to scan one product at a time and update the count after completing the counting process. With the new method, continuous scanning is enabled for all products in a specific location, significantly improving efficiency. This feature is particularly helpful for locations with large quantities of products, as it reduces the time and effort required for stocktaking.

This new feature also ensures that counting is limited to either usable or unusable quantities at a time and is restricted to single-batch products if batch tracking is enabled. However, for accuracy in inventory records, any necessary adjustments after stock take completion will need to be handled through stock adjustment or stock transfer processes. Additionally, this feature is applicable only to location-based stock takes.

Advantages:

• Time Efficiency: Continuous scanning speeds up the stock take process by automating quantity calculations, especially in warehouses with large SKU volumes.
• Improved Accuracy: Automatic counting decreases the likelihood of human error, leading to more precise stock records.
• Streamlined Workflow: Users can scan products in bulk without needing to stop and input quantities for each item, improving operational flow.
• Batch and Condition Specific: Usable and unusable items, as well as batch-enabled products, are counted accurately, providing greater control over stock levels.
• Reduced Manual Effort: Automation reduces repetitive tasks, freeing up time for users and minimizing physical strain.

How to use:

1. Create Stock Take (Through Web):
   
   Step 1: From the primary panel, navigate to the Inventory module.
   Step 2: In the secondary panel, select the Stock Take module.
   Step 3: Click on Create New Stock Take.
   
   
   
   Step 4: Select Stock Take Type as Location Wise.
   Step 5: Fill in all the required details such as warehouse, company, and stock take name.
   Step 6: Enable the Continuous Scanning option at the bottom of the panel and click Confirm.
   
   
   
   Step 7: Select all the locations for which the stock take is required.
   Step 8: Choose all the products available at the selected locations for which the stock take will be conducted.
   Step 9: Click Create Stock Take to finalize the stock take entry.
   
   
   
   
   
2. Perform Stock Take (Through WMS Mobile Application):
   
   Step 1: Log into the WMS Mobile Application.
   Step 2: Navigate to the Stock Take module under Stock Management.
   
   
   
   Step 3: Select the Stock Take Request for which you want to start the stock take process.
   Step 4: Scan the location. Once the location is scanned, the application will display only the products available for stock take at that location.
   
   
   
   Step 5: Begin scanning each product at the location continuously. 
   - The system will automatically start updating the count of these products.
   - The scanned product card will be highlighted and moved to the bottom of the screen.
   Step 6: Repeat the same for next location in the Stock Take Request.
   Step 7: Once all products are scanned, click on the Complete and Send for Approval button to finalize the stock take process.