Counts by Holding Zone

When counting stock by holding zone, the overall process is the same as a standard stock count. However, each zone is counted individually, and the closing counts for each zone are entered separately, providing a stock result per zone and for the complete site.

If you wish to have a stock result for the entire site but have a better counting experience use counts by location.

Stock Process with Holding Zones

Follow these steps to start a new stock:

1. Select the required Product Division

2. Select the required Thread

   Depending on the security settings applied to job roles you may only see one stock thread per division

3. Enter the Site Managers Name, Stock Takers Name and select the required Stock Type

   

4. Click OK

5. Confirm the End Date

   

   • The start date will be the closing date of the last stock

   • The end date defaults to yesterday, a part day stock can be included for today by selecting the check box and setting a time

6. Click OK

7. Click Yes or No to print the Count Sheets as required

   When selecting 'Yes' count sheets will be displayed on screen which can then be printed

   • Count sheets are displayed in either Category or Subcategory Order

   • Count sheets may contain additional fields and have large spacing depending on the organisations setup

   • Count sheets will display their holding zone name

     

   • Click Close and the next set of count sheets will be generated for each holding zone | repeat until all count sheets printed as required

8. From the Confirmation prompt select the required option

   • Yes - to proceed to entering the closing stock values

   • No - saves any figures (if already entered) and closes

     If 'No' is selected selecting 'Current Stocks' from the main stocks menu will display this stock for selection

9. Enter the counted value into the Audit Stock Column

   • The count value should be representative of the Unit column

   • All closing stock values should be entered for each holding zone

   • The Complete Site tab is read only and will calculate the overall total closing stock from each holding zone

   • Two decimal places can be entered

     

10. Complete the remaining processes as per standard stock entry, review and acceptance

    • Reports will be available by holding zone or complete site

      

    • Internal Transfers can be viewed by zone

    • When reviewing the stock results whilst also checking the standard stock options also ensure that the correct transfers were entered