Prerequisites before final Stock Take

Owned by DATASCOPE WMS
Last updated: Mar 18, 2024
1 min read

The following items must be attended to BEFORE starting a stock take in either WMS or SYSPRO:

  • No pick slips or linked pick slips can be opened for the warehouse where the stock take will take place.

  • All invoices must be completed for the warehouse.

  • All credit notes must be completed for the warehouse.

  • All returned items must be put away with a scanner on the shelves.

  • Run the Balance Report and check if there is anything that is in SYSPRO bins that are not in WMS and investigate this before starting the count.

  • All Inventory transactions and movements are to be completed.

  • Conduct all standard SYSPRO checks and balances as per the usual stock take schedule

  • All off-site stock should be transferred to a different warehouse than the one being counted so that it does not show as a variance.

  • Ensure auto-depletion of bins is turned off in IC setup.

  • SYSPRO Inventory Balance function to be run.

  • SYSPRO LOT Balance function to be run.