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During this step, users will physically start counting the stock on the warehouse floor for the selected Bin range using the mobile scanner. The HTML5 Stock Take By Bin module will be used.

Info

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

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<link to YouTube video>

<link to PDF doc on my OneDrive>https://vimeo.com/985746346?share=copy

001_premium_STOCK_TAKE_BY_BIN_product_userguide_UG - v0.1.pdf

Try it!

  • To launch the HTML 5 scanner-based screen from the PC; Select the Launch HTML 5 menu on the Ribbon bar.

  • The sub-menu will open. Select Launch HTML 5 again.

  • Use the Search icon to locate the Stock Take By Bin Module.

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  • The Stock Take By Bin module window will open.

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  • Start by selecting the warehouse (it must be the same one you have selected in both SYSPRO and DATASCOPE PREMIUM WMS) you are counting.

  • Next, the user will scan (or type)) the first bin location in the Bin field.

  • Scan the TrackID within the Bin location. The software will then automatically load the first stock code that is theoretically living on the scanned TrackID.

  • The Description will load.

  • Next, the user must capture the actual quantities of stock within the TrackID.

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  • Select Post.

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  • A pop-up message will appear, stating the Post was successful.

  • If you refresh the PC-based Stock Take By Bin screen under Stock Take and Cycle Counting / Stock Taking. You will notice that the scanned items will be populated on the right-hand side of the screen. Each scanned item on the right-hand side will be next to the original line on the left-hand side.

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  • Notice that the Bin Count % and TrackID Count % progress bars will increase as users physically count the stock in the selected bin range.

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Info

Note: New stock codes or Lots found in existing TrackIDs can also be counted. Like the normal Stock Take module.

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Note:  If TrackIDs that exit in another bin are scanned to the one scanned, you will be prompted to bin transferthe TrackID before counting it in the new bin.

  • The above process must be done for all the selected bins in the bin ranges selected in SYSPRO.

  • Right-click on a line in the data grid will allow you to view the Count Details for the selected line.

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  • The Count Detail review screen will open.

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  • The option also exists to delete a count item. This will mark the TrackID as DELETE-1, indicating that it was counted but then deleted, and a zero will be posted to SYSPRO when the Post to SYSPRO button is selected.

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Other valuable functionalities on the Stock Take by Bin PC screen include.

  • The data grid can be grouped. Drag the preferred column header to the Drag a column header here to group by that column section. If Grouped by Bin, the expand and collapse options on the right-click menu can automatically open and close the groupings.

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  • The Copy option on the right-click menu only copies the stock code value of the selected record into your clipboard for future use.

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  • The Uncounted Bins checkbox next to the Report View drop-down will display a quick view of all Bins not counted.

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  • The Exclude Picking TrackIDs remain checked by default as Picking TrackIDs (the active picking slips) usually do not form part of a stock take.

  • There is an option to uncheck the Exclude Picking TrackIDs check box if you need to include them in the count. Unchecking the box will display those TrackIDs in the data grid.

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Update Stock Take Data

  • The Update Stock Take Data button invokes SYSPRO’s Stock Take Selection screen (SYSPRO Program Name INVP60). This allows the user to re-run a Stock Take Selection to update SYSPRO’s Stock Take bin range BEFORE processing a final Post to SYSPRO from DATASCOPE PREMIUM WMS. This ensures that the SYSPRO Stock Take data is the most up-to-date data.

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