This form is used to take inventory of a set of items in one or more warehouses.

The first pane determines:

• information about the inventory,
• the criteria of the items concerned by the inventory.

The second pane contains one line per quantity to be updated.

For rules on how to use the fields, see Detail form.
For a "paper" inventory, see Paper inventory.

 

Allocation

• Taking inventory: You can have several types of inventory; see movement types.
• Date of inventory: Initialized with today's date, but editable.
• Inventory slip: Reference to the inventory slip, if any.
• Cost center: Cost center of entries generated by a variation in the stock value.
• Agent: Technician or user having conducted the inventory, for information purposes.
• Comment: Explanatory text that initializes the comment of each movement line of the inventory.

 

Search criteria

• Item: Enter all or a portion of the item code if your inventory concerns specific items.
• Family: Family of the items to be inventoried.
• Warehouse: Warehousefor which the inventory is being done.
• Location: Storage location in the warehouse.
• Last inventory: For the selection of items for which the last inventory date is between two dates or prior to or after a given date.

 

List of quantities in the warehouses

• Item: Inventoried item.
• Name: Name of the item, cannot be changed.
• Warehouse: Storage warehouse. You can change it, which is the same as removing the quantity from the initial warehouse and adding it to this one.
• Location: Location in the warehouse where the quantity is found. You can change it; same principle as for a warehouse.
• Asset/Lot number:
  • The Asset is required for a serialized item. An Asset in inventory cannot be linked to another equipment item in the tree structure.
  • The batch No. is necessarily filled in for an item managed by batch.
• Name: Depending on the case, a comment on the batch or the storage location.
• Expiry: Expiry date of the batch; for information purposes only.
• Quantity found: The quantity found in the warehouse, to be entered necessarily to generate a movement and thus keep an inventory record trail.
• Quantity stored: Quantity in inventory known by CARL Source from the movements previously input.
• Comment ( icon): Optional explanation of the inventory movement.
• Init quantity: Checking this box initializes the quantity recorded with the stored quantity.