Stocktaking
| Title | Widget | Widget Description |
| Stocktaking |
| Creates a new stocktaking order
Available:
|
General
Kebab menu (
)
| Type | Menu item | Explanation |
|
| Complete stocktaking | The stocktaking order is completed |
| Exit stocktaking | The stocktaking is discarded | |
| | Customer notes |
Functions in the title bar
| Icon | Explanation |
|
| Allows export of the currently documented stocktaking as Excel |
|
| - If no items are present or |
Column definition
| Name | Visible | Sort | Full Text | Explanation |
| Product | Visible | |||
| Name | Visible | |||
| Batch | Visible | |||
| Quantity | Visible | documented quantity, default= 0 | ||
| Unit | Visible | |||
| Type | If the setting "Use consignment stocks" is activated in the backend | Possible values for Type: Understock: If documented quantity < quantity in consignment stock Overstock: If documented quantity > quantity in consignment stock Matching: If documented quantity == quantity in consignment stock | ||
| Inventory | If the setting "Use consignment stocks" is activated in the backend | This is the inventory from the consignment stock |
Header
The headers differ depending on whether the product is already in the cart or not.
Product is not yet in the cart
- Product
- Inventory (only visible if "Use consignment stocks" is activated. The inventory from the consignment stock is displayed)
- Switches to the entry mask to add the product to the cart. The icon is only visible if "Direct selection" is inactive.
Product is already in the cart
- Product
- Quantity
- Consignment inventory (only visible if "Use consignment stocks" is activated. The inventory from the consignment stock is displayed)
- Batch
- Expiry date (only visible if an expiry date was scanned via HIBC barcode)
- Switches to the entry mask to edit the selected item. The icon is only visible if "Direct selection" is inactive.
* these fields correspond to the default setting.
Scan function
A successful scan opens the product in the entry area.
- for creating a new entry if the product is not yet in the cart.
- for editing if the product is already in the cart.
Widgets
1x1 Widgets
| Completion | If the setting "Use consignment stocks" is not activated in the backend: Close stocktaking -> jump to Customer details
If the setting "Use consignment stocks" is activated in the backend, and at least one item with understock is present:
Message "Should an order for consignment withdrawal be created?" YES> An order is created with the items of understock and the corresponding difference quantities. NO> Close stocktaking -> jump to Customer details YES> Load withdrawal order NO> Close stocktaking -> jump to Customer details |
| Scan | The item entry mask opens and can be filled via the scanner |
| Import | Allows the import of an Excel list. Structure:
Re-importing the Excel overwrites the quantity if previously documented |
FAQ
Release