Count Type

Select the default type of Count from:

• Basic - A simple stocktake with no Count options available. With this default type, the Enter Quantities option is available in the Navigator.
• Single - One count will be done per Product and Location.
• Additive - Several counts can be done for each Product and Location. This includes support for UOM.
• Detailed - Counts include Serial No and Lot No and Bin code for bin tracked locations (Saturn)detail.

Note: Options relating to Counts below will be unavailable when Basic is selected.

Count type default can be set per Location. (Saturn)

Include Nil Quantity

Selected, Products with Nil quantities will be included in the stocktake by default. Defaults to Clear.

Generate Counts

Selected, Count Lines and a Count Header will be created for the stocktake by default.

Click Default sort order for generated counts to set a default Count sort order.

Counts Per

Select fields to produce counts per. Counts will be grouped by the fields selected. Click Edit (F2) to add fields.

Number of Counts

Enter the default Number of Counts to be created when a new stocktake is generated.

For Additive and Detailed Stocktakes, the number of counts will be created with all products for the stocktake. For Single Stocktakes, products will be split evenly between the number of counts.

Copy Expected to Counted

For Single Counts only, when Counts are generated, the Expected quantity will be copied to the Counted quantity.

Import Format

You can import stocktake quantities from a file, rather than keying them in manually. Select the default file format. The format of the file can be:

• Standard - use with tab delimited or comma delimited (.csv) files. format is:

  Product Code, Quantity

• Standard with Bin - use with tab delimited or comma delimited (.csv) files. format is:

  Product Code, Quantity, Bin Code

• Opticon - standard Opticon laser terminal format.
• UOM - only valid for Additive Counts. File format is:

  Product Code, UOM Code, UOM Quantity Counted - OR -

  Product Code, UOM Code, UOM Quantity Counted, Bin Code

• Detailed - only valid for Detailed Counts. File format is:

  Product Code, UOM Code, UOM Quantity Counted , Bin Code, Serial No, Lot No, Lot Date, Expiry Date

In all formats Barcode can be substituted for Product Code.

For non UOM leave UOM Code empty.

File Name

Select the default file name and path to import from.

Post Nil Variance Transactions

Selected, when a Stocktake is Posted, an adjustment transaction will be posted for all products in the stocktake, including those with a nil variance.

Clear, when a Stocktake is Posted, adjustment transactions will only be posted for products in the stocktake with a variance.

Post to First Available if Period Not Available

Selected, when a Stocktake is Posted, if the Stocktake period is earlier than IC First Available Period, adjustment transactions will be posted to the First Available Period.

Clear, Stocktake period must be available when a Stocktake is Posted.