Viewing Stocktake Data

You can view your current stocktake data.

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. Available actions:

   Viewing data for a specific stocktake

   1. Find and select a specific stocktake.

   2. In the Actions column for the specific stocktake, click View Stocktake Data.

      The Stock - Stocktake Data page displays the counted quantity for specific items.

   Choosing which items to view

   1. Go to the Stock - Stocktake Data page.

   2. In the Showing Items field, click Show All Items or Show Only Counted Items, as needed.

   Adding a stocktake record

   1. Go to the Stock - Stocktake Data page.

   2. Click Add Stocktake Record.

      The Add Stocktake Record dialog box displays.

   3. Enter the Item Code.

      As you start typing the item code, a list of options displays for you to choose from.

   4. Enter the counted Quantity for the item.

   5. Click Add Record.

   Viewing ledger details for a stocktake

   1. Go to the Stock - Stocktake Data page.

   2. Click View Ledger.

      The Stock - Stocktake Data page displays all items along with the user who counted the item quantities and what time the count was done.

   3. Click View Summary to return to the previous view of the Stock - Stocktake Data page.

   Returning to the Stock - Stocktakes page

   1. Go to the Stock - Stocktake Data page.

   2. Click Return to Stocktake List.