Summary of procedures
In Autoline, there are three types of Stock Check, Full (count everything), Partial (count selected parts within a range, ie by Franchise, Bin or Part range), and Perpetual (system generated daily count). All three are generated from the same menu. Once generated, generally the procedure through to completion is the same with the exception of Rough Sheets and some reports not being required for Perpetual Stock Checks.
For Perpetual Stock Checks, there is some initial setup required. Contact Systime Support for assistance with this setup.
The summary of procedures covering all Stock Checks is below,
- Pre-Check Routines - housekeeping, checking Bins, putting stock away etc
- Free Check File - clears out the last Stock Check
- Summary by Franchise Report - use as a starting point report
- Generating Check List (Select type of Stock Check)
- Printing Check List - the physical Count Sheets
- Print Extra Rough Sheets - used to manually record any parts found not on the Count Sheet. (for Full Stock Check only)
- Count Stock
- Input Stock Count - can be input in any order and on a number of terminals
- Input Rough Sheet counts - manually key in extra stock found (Full Stock Check only)
- Find Items not Counted - report on any missed parts (Full Stock Check only)
- Rough Sheet Report - report on extra parts found (Full Stock Check only)
- Merge Rough Sheets into Check File - includes the extra parts into the Stock check (Full Stock Check only)
- Stock Discrepancy Report - difference report between Frozen and Counted
- Recounts routine - can recount any or all discrepancies
- Final Stock Discrepancy/Valuation Report
- Update Stock File - updates stock with the new quantity and writes a movement record
- Free Check File - clears out this Stock Check once completed