FAQ – Stock count
The flow chart below shows a recommended work flow during stock count in Monitor ERP.
En inventering kan givetvis utföras på många olika sätt. Varje företag har ofta egna rutiner för hur detta ska utföras. Det går att säga att det finns två huvudtyper av inventeringar: löpande och kompletta.Den löpande inventeringen sker ofta enligt ett rullande schema, där vissa lagerplatser, artikeltyper eller avdelningar inventeras var för sig. Under denna inventering pågår ofta produktionen med lagertransaktioner som följd.
Vid den kompletta inventeringen genomförs oftast inventeringen av hela lagret, då produktionen står stilla, t.ex. under en helg.
Notera att du behöver genomföra en del avstämningar innan en komplett inventering genomförs.
The following lists need to be reconciled prior to a complete stock count:
Order list – Purchase
This should be checked to see if all received goods have also been arrival reported. This should be combined with a verbal reconciliation with the staff at your goods receiving department.
Order list – Sales
Check this list to see that all delivered goods has also been delivery reported. This should be combined with a verbal reconciliation with the staff in your shipping department.
Order list – Manufacturing
Check this list to see that all the manufactured parts have been reported in the workshop. If an operation has been completed but not reported, then the material has not been deducted from stock. That will cause inaccuracies in the stock count. If reporting is done after the stock count, then the stock balance will again become incorrect.
Rule: Always report manufactured parts before taking stock, even if this means making several partial reports. Inform your staff/personnel. Print a reconciliation list for orders in progress (status 3).
Final reporting of order (manufacturing)
This should primarily be checked to control the warnings on finished manufacturing orders (status 4).
Stock value, negative balances
Check this in list of parts with negative balances. These parts have an obvious inaccuracy in the balance. These should be corrected before you begin the stock count. Create the list and filter by balances less than 0.
If you are not able to include a location, it is because the location is already included on another stock count basis (stock count number). You have to either close or remove the basis before you are able to create a new one. If you scroll to the right in the list, you will be able to see on which basis (stock count number) the locations are included.