Setting up a Stocktake

Only one stocktake can be run at a warehouse at any one time. Once the stocktake has been completed, another stocktake can be created.

To get ready for a stocktake, you need to create a new stocktake request.

Note: This stocktake feature only produces simple stocktakes that do not use ULDs or locations and does not make adjustments. For location based counting, use cycle counts or bin counts.

  1. Log in to .wms webUI.

  2. Click Stock on the top navigation bar then select Stocktake from the drop-down menu.

    The Stock - Stocktakes page lists all the stocktakes that have been conducted at your warehouse.

  3. Click Create Stocktake.

    The Create Stocktake dialog box displays.

  4. Complete the details for the new stocktake.

    Field

    Description

    Warehouse

    Select the appropriate option from the drop-down list.

    Tenant

    Select the appropriate option from the drop-down list.

    Stocktake Name

    Enter a unique descriptive name for this stocktake.

  5. Click Create.

    Now that a stocktake request has been created, a physical count of the stock can take place using a RF scanner.

    An entry is added to the data table for this stocktake with a status of Active.

  6. Once the physical count of stock has been done, you can complete the stocktake.

See also