Stock Take and Cycle Count / Reports / Stock Take Prep Report [STK050]
Use this screen in preparation for a stock takeThis report is used when preparing a Stock Take or inventory count, specifically for a closed pallet count. This report will display every pallet that must be counted and when a stock take or cycle count was last done. The report also includes the last transactions on the pallet.
The concept is that if the last movement on a pallet was a cycle count or the pallet quantity now matches the original pallet quantity, then the pallet quantity is accurate. This means the pallet can be wrapped up and counted in a ‘closed pallet stock take’ to confirm it is in the recorded bin and not have to be opened up and recount all the stock on the pallets. Closed pallet stock takes significantly faster than open pallet stock for this reason, but usually only possible on slower-moving stock or stock in bulk bins.
A warehouse manager may typically schedule a cycle count for all the slow-moving stock before the actual stock count weekend. The last transaction on the TrackID will be a Cycle Count, and therefore the pallets can be counted as ‘closed’ pallets, which will drastically speed up the stock takeIn a warehouse inventory stock take, a closed pallet count refers to counting and verifying the inventory on a pallet without opening or breaking down the pallet's packaging. This method is typically used when the pallet is fully sealed or when the items on the pallet are uniform.
The report displays every pallet available in a selected warehouse in DATASCOPE PREMIUM WMS, including stock counts and Lot details on each pallet. The last transaction on each pallet is also visible to ensure an informed decision about whether to count the details of the pallet in the stock take or whether the pallet can be counted as a closed pallet.
The warehouse manager must run this report a week or two weeks before the scheduled stock-take date for the desired warehouse to get a clear overview of which pallets can be counted as closed pallets, which must be opened, and all stock codes must be counted.
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Try it!
From the Main Menumenu, browse to Stock Take and Cycle Counting / Reports / Stock Take Prep Report.
The · The Stock Take Prep Report screen will open.
Select the warehouse from the Warehouse for which you want to run the report and schedule a stock take
Select the From Bin
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Use the lookup icon in the Warehouse column to only select the Warehouse selected. |
Select the To Bin
Select the Refresh icon.
The data grid will load for the selected Bins. Focus on the CycleCountDate, MovementDate and MovementType columns to see the last transactions on the selected Bins.
Pallets with zero quantities can be viewed by selecting the Include Zero Qty tick box.
Inactive pallets can be viewed by selecting the Include All Inactive tick box.
If the last movement on a pallet was a cycle count (refer to the CycleCountDate column) or the pallet quantity now matches the original pallet quantity (refer tot he Qty and drop-down menu for the planned stock take.
The From Bin and To Bin fields can enter a specific range of bins. If you leave this blank, the report will run for all bins in the select Warehouse.
If the last movement (visible in the MovementType column) on a pallet was a Cycle Count [JM1] or the pallet QTY matches (Qty column) the TrackID QTY (Original TrackID Qty column), then the pallet quantity is accurate. This means the pallet very likely to be accurate[JM2] and can be wrapped up and counted in a ‘closed pallet stock take’ to confirm it . This confirms the pallet is in the recorded bin and does not have to be opened up and recount all the stock on the pallets
unwrapped and recounted.
Closed pallet stock takes are significantly faster but are only possible on slower-moving stock or in bulk bin locations.
The Cycle Count Date column indicates the last time the TrackID was cycle counted.
Typically, a cycle count will be scheduled for all slow-moving stock before the actual stock count weekend. If the last transaction on a TrackID was a cycle count (visible in the Cycle Count Date column), it can be counted as a closed pallet count.
The Movement Date and MovementType columns display the last movement for the specific TrackID. These values can help the warehouse manager determine if a TrackID needs to be opened and if each stock code should be counted or wrapped and counted as part of the closed pallet stock take.
If the last movement, displayed in the MovementType column, is PICKING or PALLET_CONSOLIDATION, all TrackIDs must be physically counted.
If the last movement is STOCKTAKEor CYCLECOUNT, the TrackID will still have the correct QTY and can be counted as a closed pallet stock take.
To view pallets with zero QTYs, select the Include Zero Qty check box.
To view Inactive pallets, select the Include All Inactive check box.
