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Open: Stock Control > Adjustments > Manage Stocktake | Enter Values
Cim200 will update stock records for traceable items when a variance between the expected quantity and the actual quantity is recorded.
As the Actual Qty is entered, if it varies from the expected quantity the Traceable Item Count screen is opened automatically for recording the specific traceable numbers that have been counted.
Alternatively, it can be opened by selecting Set Traceable Item Count.
For Batched items, the Quantity field defaults to the expected quantity, but can be changed to the actual quantity counted for each batch.
The Add New Batch Numbers button allows for recording counted batch numbers that aren’t currently in stock in Sage. Click this button, then set the Batch Number and quantity for each additional batch.
As changes are made to the Quantity field, the new total is reflected in Batch quantities selected. The Total quantity holds the counted quantity entered; once the two totals agree click OK to complete the traceable details.
If OK is selected when the two totals don’t agree click Yes to change the Actual Qty to match the total in Batch quantities selected, or click No to stay in the screen and make changes until the totals do agree.
For Serialised items, all serial numbers default as selected but can be unselected to remove them from the count. Only serial numbers that are not allocated can be unselected.
The Add New Serial Numbers button allows for recording counted serial numbers that aren’t currently in stock in Sage. Click this button, then set each additional serial number, or use Auto Create Nos to have Sage generate numbers.
As serial numbers are selected and de-selected, the new total is reflected in Serial numbers selected. The Total quantity holds the actual quantity entered; once the two totals agree click OK to complete the traceable details.
If OK is selected when the two totals don’t agree the option is to change the Actual Qty to match the total in Serial numbers selected or stay in the screen and make changes until the totals do agree.
Cim200 adds the ability to import stocktake count figures into Sage 200 from an Excel document.
From the Manage Stocktake screen, highlight the relevant stock take that you wish to process and press the Create Import Spreadsheet button. This will create a new excel document containing all of the items in the stock take. The excel document will automatically open once generated.
Note: You can only create an import spreadsheet for the stocktake once the stocktake count sheets have been printed.
You can then update the relevant count figures and add any narrative information onto the spreadsheet and save it for import.
Note: You should only update the Actual Qtyand Narrative columns in the spreadsheet. All other information in the spreadsheet should be left alone.
Note: You cannot add new items to the stocktake directly in the Excel document.
Once the Excel document has been populated, open the Enter Stocktake Values screen using the Enter Values button and press the Import Count Sheet button.
Browse to the location where you have saved the spreadsheet and select it. The import file will be validated and an Import File Validation screen will be shown, listing any issues found with the spreadsheet. Once any issues are resolved and there are no validation issues, press Import to update the count figures and narrative entries on the stocktake.
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