Inventory Stock Count: Checking the Stock Count
Last Updated: September 1, 2023
The Site Supervisor reviews the stock count conducted by the Warehouse. They check if any count variance occurs and address them immediately.
To check a stock count variance, follow the outlined steps::
On the Steer dashboard, Stock Count for approval will show under Tasks. Click on the Stock Count item.
On the Stock Count form, the variance is automatically computed. If any variance occurs, the records Project Materials Master, Work Order Material, and Inventory Master can be consulted to determine in which stage of the process the variance occurred.
If the variance shows 0, it means that the warehouse stock is on track.
If the variance shows a positive integer, it means that the warehouse stock has more than the previous allocated count.
If the variance shows a negative integer, it means that the warehouse stock has less than the previous allocated count.
Add any additional Remarks, if any and approve the ticket.
Once approved:
The quantity listed in the form's Stock field will update the item's stock in the Inventory Master.
The ticket information will be recorded in the Inventory Transaction Record.
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Previous Article: Inventory Stock Count: Conducting a Stock Count
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Approving a Stock Count Request
The Site Supervisor reviews the stock count conducted by the Warehouse. They check if any count variance occurs and address them immediately.
Instructions:
To check a stock count variance, follow the outlined steps::
On the Steer dashboard, Stock Count for approval will show under Tasks. Click on the Stock Count item.
On the Stock Count form, the variance is automatically computed. If any variance occurs, the records Project Materials Master, Work Order Material, and Inventory Master can be consulted to determine in which stage of the process the variance occurred.
If the variance shows 0, it means that the warehouse stock is on track.
If the variance shows a positive integer, it means that the warehouse stock has more than the previous allocated count.
If the variance shows a negative integer, it means that the warehouse stock has less than the previous allocated count.
Add any additional Remarks, if any and approve the ticket.
Once approved:
The quantity listed in the form's Stock field will update the item's stock in the Inventory Master.
The ticket information will be recorded in the Inventory Transaction Record.
Next Category: Steer Design Management
Previous Article: Inventory Stock Count: Conducting a Stock Count
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 01/09/2023
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