To add an inventory count, open management section, go to documents and click "Add" button to add new document.
From document types dialog, select "Inventory" category, select "300 - Inventory count" and click "OK" to create new inventory count document.
Unlike other documents, inventory count will automatically ask for date and time when physical count was performed.
Counted and expected quantityAronium calculates stock quantities based on document stock date, and will set "expected" quantity based on all documents created before selected inventory count stock date.
If you have started counting items in a store at 10 AM on January 2nd, and finished counting at 11 AM, you should set inventory date to January 2nd 10 AM.
You can create inventory count document anytime you wish, but it is very important to set this date correctly, when physical count actually occurred.
Selecting date and time for inventory count
It is very important to select correct date and time for inventory count, as any document created after that time will not be taken into consideration and quantities will not be added to the "expected" item quantity.
Once selected, stock date cannot be changed for this document type.
Select date and time when inventory count occurred and click "OK" to confirm and open new document.
Select past dates onlyYou can select only date and time in the past.
New document opens, allowing you to adjust stock levels.
Adding items to inventory count
Select product you wish to add to inventory count, and set counted quantity. Counted quantity is the only editable field in document item form.
- Expected (read-only)
Item quantity calculated by all the documents created before selected inventory count date
Actual counted quantity
- Change quantity (read-only)
The difference between "expected" and "counted" values
Application will automatically calculate expected stock quantity based on previous date and time selection
Once you have completed your inventory count and added all items to document, click "Save" to save the changes and apply new stock levels.