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Stock Take and Cycle Counting / Stock Taking / Stock Taking [STK001]

Once the entire warehouse has been counted by following the Counting the physical inventory process, the quantities and values can be checked against the SYSPRO quantities.

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If you don’t like reading, you can watch the video.

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Fast Track - Stock Taking Module

DATASCOPE WMS - Stock Take for ACME

fasttrack_STOCK_TAKE_Training_General_Transactions_QG - v0.2.pdf

Try it!

  • Open the Stock Taking screen in DATASCOPE WMS (located under Stock Take and Cycle Counting / Stock Taking / Stock Taking on the Main Menu)

  • Select the Post to SYSPRO button.

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  • This action will post the captured quantities into the SYSPRO stock take tables. A pop-up will appear indicating that the standard SYSPRO Stock Take Variance Report can be reviewed. To view the report, follow the steps below:

    • Open SYSPRO to review the report

    • On the SYSPRO Programs menu, you can browse Inventory / Stock Take System / Reports / Stock Take Variance

    • The

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      Stock Take Variance Report will open

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Note:  The Post to SYSPRO process in DATASCOPE WMS can be performed continuously as new counts are done on the floor and the new figures will be updated into SYSPRO

  • To do a recount for a specific stock code within DATASCOPE WMS you can simply right-click on the count record and select Delete Count Item. This will remove that specific count from the count records

  • To remove several records at once you must scroll to the far right of the screen and select a few lines in the DeleteCount column

  • Once selected you can click on the Delete Selected Counts button and those records will be removed

  • You also have the option to add a comment to a counted record. Again, you must right-click on the line and select Add Comment

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Note:  The comment will be added against that line and can be viewed by anyone reviewing the PC-based Stock Taking screen.

  • The Stock Taking data grid contains other detailed information as well, which includes the SYSPRO Cost Variance pulled through from SYSPRO. This is useful for comparison purposes

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  • Right-clicking on any count and selecting Count Details will show you more details regarding that specific count. Information like who counted it when it was counted and whether there was a recount

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Note:  Supervisors have the option to manually edit count quantities by selecting Edit Item Quantity when right-clicking on a record.

  • At the bottom of the Stock Taking screen, you have access to a few Quick Filters, which will filter both sides of the data grid by the value or values entered. This can assist you to make count reconciliation easier

  • You also have the option to Export the data grid

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  • Once your entire warehouse has been counted and you are happy with all the variances in DATASCOPE WMS, you can select Post to SYSPRO for the last time

  • Review your SYSPRO Variance Report within SYSPRO

  • You can now confirm your stock take