New Count

Add Items to Stocktake

There are two methods of adding stock items to a Count, and these are detailed below.

Full Count: When this radio button is active, all Stock Items will be added to the grid, once the Add to Count button is selected.

Specific Items: When this radio button is active, the New Stocktake filter will appear and functions in the same way as the filters that are available from the main Stock Record list. Further details can be found in the Stock Control List Columns, Filter, Quick Search and Show Inactive Items section of this guide.

Example filters could include a specific Stock Category, Quantities in Stock or an Analysis Code, therefore allowing a company to split up the Stocktake into multi Counts for different areas, teams, or individuals.

Once the filter has been created click Confirm and Add to Count and the Stock items that meet the filter criteria will be added to the count.

Specific Locations: When this radio button is active, the Stocktake Location Search will appear, allowing the selection of specific bin locations.

For non-traceable stock items the location will be taken from the Location on the ‘Main Details’ tab of the Stock Item and for Traceable Records (Batch and Serial Numbered) the location will be taken from the traceable record Location field.

Once the locations have been selected click Confirm and Add to Count and the Stock items and Traceable Records that are associated with the selected locations will be added to the count.

Items to be Counted

On selection of a Full count or Specific Items, the ‘Items to be Counted’ grid will be populated accordingly.

Reference: This is the unique reference given to the Stocktake.

Items to be counted grid: The grid details the Stock Code, Description, whether the Stock Item is Traceable or not, Location and Last Stocktake date.

At the bottom of the grid there is a button that allows selected stock records to be removed from the Stocktake list if required.

Save and Cancel

Save will record the Stocktake list as a ‘Current Live Count’, allowing count sheets to be printed etc. from the Stocktake Management screen. The following fields will be available to view:

Reference, Type (Full or Partial), Date Created, Created By and Status.

Cancel will return the user to the Stocktake Management screen without saving the Stocktake list.

If a transaction is attempted, the following message will be shown in Cim50.

If you would like to allow movements of stock whilst a Stock Item is part of a Stocktake, there is a setting to ‘Allow stock Movement during Stocktake’ that can be checked, within Settings> Stock Control> Stock Settings.