Period

The Period for the stocktake. Select from available periods.

Date

Date for the stocktake. The Date must be in the Period selected.

ID

Stocktake document ID.

Location

Location for the stocktake.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit (F11)

Enter edit mode.

Insert (F4)

Insert a new Count for the same Stocktake.

Links (Alt+F6)

Opens Links On... for the record, with a list of links for the record. The button changes to indicate if links are present.

Memos (F6)

Memos and alarms can be entered or edited. The button changes to indicate if memos and alarms are present. Opens Memos On... with a list of Memos.

Delete Nil Lines (Alt+D)

Available when editing, removes all products with nil Counts. You will be prompted to confirm. For Counts with Single count type, both the Counted and the Expected Quantity must be Nil, to be deleted.

This is useful when entering in an All Lines count.

Print Count Sheet (Ctrl+P)

Prints a count sheet for the Count.

Copy Expected to Counted (Alt+E)

Available for Single Stocktakes only.

Copies the Expected Amount to the Count for each Product.

Print Log

View the Print Log (requires Read access Permission for Company > Settings).

Counts Tab

Details

Optional description for the Stocktake Count.

Count ID

The Stocktake Count ID number.

Store Person

The Store Person associated with the Count.

Count Type

The type of count from the Stocktake:

• Single - One count will be done per Product and Location.
• Additive - Several counts can be done for each Product and Location.
• Detailed - Several counts can be done for each Product and Location. For Lot No tracked or Serial No Purchase tracked products full detail by Lot No and Serial No must be included in the counts. For Bin tracked Locations full detail by Bin must be included in the counts. Tracking detail for the stocktake is generated from the detail when the stocktake is marked counted.

Locations, Saturn Only.

Note: Additive and Detailed include support for UOM if required.

Custom 1, Custom 2

Custom fields, for information only. You can change the labels for these fields in IC Settings - Display Labels tab.

Count Status

The status of the count, as Counted, Uncounted or Posted.

Grid Fields

Product code

The Product Code. Only Active Diminishing products are available.

Description

The Product Description.

UOM Code (UOM Active Only)

The UOM Code for the Product.

When the Count Type is Single, this is the Base UOM Code. When the Count Type is Additive or Detailed, this defaults to the Base UOM Code but can be changed to an Other UOM Code.

UOM Quantity Counted (UOM Active Only)

The quantity of the product counted in the UOM Code specified. i.e. The Quantity Counted * UOM Multiplier.

Quantity Counted

The quantity of the product counted.

Bin Code

For Counts at a Bin tracked Location:

The Bin the count line is for, tracking adjustments will generate using this information when the Stocktake is marked Counted. (Saturn only)

For all other Counts:

The Bin code from the Product and Location record. Changes to the Bin code are written back to the record on Save.

Serial No (Detailed Count type only)

Required for Serial No Purchase tracked products, lines must have a Quantity Counted of 1. Tracking adjustments will generate using this information when the Stocktake is marked Counted.

Lot No (Detailed Count type only)

Required for Lot No tracked products. Tracking adjustments will generate using this information when the Stocktake is marked Counted.

Lot Date /
Expiry Date (Detailed Count type only)

Displayed for existing Lot No's, must be supplied if required for new Lot Nos.

Counted

Set true when a Quantity Counted is entered. Select to indicate Product counted and zero found as opposed to zero because not counted yet.

Stocktake Expected

The quantity expected in the stocktake.

Stocktake Variance

The difference between the quantity counted and the quantity expected for the Stocktake.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Add a new product to the Stocktake Count. Inserts a line in the grid.

Move (Shift+Up) (Shift+ Down)

Move the selected line.

Delete (F3)

Delete the selected line from the Count.

Print (Ctrl+P)

Print a report of the information in the grid.

Sort List (Ctrl+F2)

Select the sort criteria in Sort - Contact. The sort criteria will be retained on Save.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads changes other Users may have made.

Prompt for Delete Line On/ Off (Shift+F3)

Toggle on and off to specify whether to confirm deletes. The default state is set in Users, Groups and Roles - Preferences tab.

Find(Ctrl+F)

Find the next count line for a Product by entering or selecting the Product Code.

Stock Levels

Customise

Opens Customise Fields, you can customise the fields visible in the stock levels panel.

UOM Code (UOM Active Only)

The UOM Code for the Product.

In Stk / UOM In Stk

Quantity of the selected product in stock on hand.

Alloc / UOM Alloc

Quantity of the selected product currently allocated to customers.

Avail / UOM Avail

Quantity of the selected product available for sale.

Buttons

View Stocktake (Alt+V)

Open the parent IC Stocktake for the Count.

Confirm / Unconfirm

Toggles the Count Status of the Count between Confirmed and Unconfirmed.

Save (F9)

Saves changes to the Stocktake Count.

Cancel (Esc)

Discards all changes.